Matthew Mcmahan is a CFP-designated registered investment advisor at Aegis Wealth Management, LLC, based in Maitland, FL, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 170 clients with $190M 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 | 1.00% |
Fees are up to 1.00% annually and are negotiable based on client circumstances, portfolio complexity, and asset size.
Fee Estimator
Location
698 N. Maitland Avenue, Suite 102, Maitland, FL, 32751
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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
Matthew owns Fresh Ice Vending, LLC, supplying ice vending machines to Costco Wholesale, and spends minimal time as owner and accountant. He is also President and Investment Advisor Representative at Aegis Wealth Management LLC, dedicating full-time hours, and a director and 20% owner of McHaeuszer, Inc., spending minimal time.
Employment History
Current Registrations
Aegis Wealth Management, LLC
Previous Registrations
Delta Capital Management, LLC
Vision Brokerage Services, LLCBroker
Alternative Investment Advisors, LLC
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.
Exams
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