Michael Taglich
Michael Taglich is a registered investment advisor at Aegis Capital CORP., based in Melville, NY, with 41 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,083 clients with $1.8B 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 $250K | 2.50% |
| $250K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Rates shown are the maximums when most transaction costs are charged to the client. If transaction costs are charged to Aegis Capital Corp., the maximum rates are 3.00% on the first $250k, 2.75% on the next $750k, and 2.50% over $1M. Fees may be negotiable.
Fee Estimator
Location
1305 Walt Whitman Rd, Suite 120, Melville, NY, 11747
Get directionsHistory
Regulatory History (5)
Financial
February 2026Civil
August 2024Civil
August 2023Regulatory
November 2001Regulatory
May 1995Employment History
Current Registrations
Aegis Capital CORP.
Aegis Capital CORP.
Aegis Capital CORP.Broker
Previous Registrations
Taglich Brothers, INC.
Taglich Brothers, INC.Broker
Weatherly Securities CorporationBroker
Oppenheimer & CO., INC.Broker
Rooney, Pace INC.Broker
Laidlaw Adams & Peck INC.Broker
The Stuart-James Company, INC.Broker
State Registrations44 states
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.
Exams
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