Timothy Stasinoulias is a registered investment advisor at Aegis Wealth Advisors. LLC, based in Hartland, WI, with 23 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 65 clients with $28M 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 $200K | 2.00% |
| $200K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1208 State Road 83, Hartland, WI, 53029-8313
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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 Activities
Timothy markets and sells prepaid legal services to companies and individuals since 2002. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Aegis Wealth Advisors. LLC
Previous Registrations
Intervest International, INC.
State Registrations1 state
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