Assets Under Management
$176.0M
Number of Clients
1,538
Number of Advisors
25
Average Client AUM
$114K
AUM per Advisor
$7.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Aegis Wealth Management Inc. provides financial planning services including cash flow, retirement, portfolio, insurance, and education savings analysis. They also offer discretionary portfolio management using model portfolios developed by sub-advisers like GeoWealth and Foresight Investment Advisors. Fees are fixed or hourly for planning and AUM-based for portfolio management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees negotiable for amounts over $2.5 million.
317 State Street, Guthrie Center, IA, 50115