Scott Barbee is a registered investment advisor at Aegis Financial Corporation, based in Mclean, VA, with 29 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Standard fee is 1.20% per year for small cap deep value and precious metals mining equity accounts and 1.00% for strategic allocation accounts. Fees are negotiable. Different clients may have differing payment methods and levels of fees charged. The Adviser may offer temporary and/or partial fees waivers to select accounts, including waiving fees on cash and cash equivalents.
Fee Estimator
Location
6862 Elm Street, Suite 830, Mclean, VA, 22101
Get directionsHistory
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 Activities
Scott serves as the portfolio manager, president, and trustee of the Aegis Funds, a registered investment company, which is a full-time job. He also serves as a director for several charitable organizations, including the Barbee Family Foundation, Donald Smith & Company, and Atlas Economic Research Foundation, dedicating minimal time to the Barbee Family Foundation and a few hours per week to the other two.
Employment History
Current Registrations
Aegis Financial Corporation
State Registrations2 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.