Brian Mckevitt
Brian Mckevitt is a registered investment advisor at Aegis Capital CORP., based in Hackettstown, NJ, with 29 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. 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
Aegis Capital Corp. charges a fee based on a percentage of the assets they manage for you.
If most transaction costs are charged to you:
- First $250,000 - maximum 2.50% per year
- Next $750,000 - maximum 2.25% per year
- Over $1,000,000 - maximum 2.00% per year
If most transaction costs are charged to Aegis:
- First $250,000 - maximum 3.00% per year
- Next $750,000 - maximum 2.75% per year
- Over $1,000,000 - maximum 2.50% per year
The fee can be charged in one of three ways: Floating Rate, Incremental Rate, or Fixed Rate, as specified in your client agreement. The amount of the fee may be negotiable.
Location
Hackettstown, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2004Customer Dispute
July 2000Other Business ActivitiesSells Insurance
Brian sells Medicare supplement insurance and prescription drug plans, dedicating about 10-20% of his time. He also works for Insure Call, Inc. and ACC Agency, Inc. offering Medicare health insurance products and submitting insurance policies, respectively, dedicating a few hours per week to each.
Employment History
Current Registrations
Aegis Capital CORP.
Aegis Capital CORP.
Aegis Capital CORP.Broker
Previous Registrations
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 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.