Randy Farish
Randy Farish is a registered investment advisor at Aegis Wealth Management, INC., based in Guthrie Center, IA, with 13 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,538 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees are negotiable for amounts over $2.5 million. Assets managed by Portfolio Medics, LLC are subject to an annual management fee of 2.60%, with 50% retained by Portfolio Medics, LLC and the remainder paid to Aegis Wealth.
Fee Estimator
Location
317 State Street, Guthrie Center, IA, 50115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randy works as a field manager at Legacy Insurance & Financial Services, dedicating full-time hours to soliciting insurance sales, servicing clients, and managing agents. He also works as an agent/manager at American Senior Benefits (about half their time) and as an insurance agent at Randy Farish Insurance (about a quarter of their time), performing similar duties at both.
Employment History
Current Registrations
Aegis Wealth Management, INC.
Previous Registrations
Simple Financial, LLC
Gradient Advisors, LLC
Legacy Wealth Management, LLC
Forest Securities,inc.Broker
Questar Capital CorporationBroker
Nml Equity Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.