Brian Lipsett
Brian Lipsett is a registered investment advisor at Aegis Wealth Management, INC., based in Denver, CO, with 5 years of industry experience. Brian 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 3 more. Their firm serves 2,350 clients with $220M 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 $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees for amounts over $2.5 million are negotiable. Accounts also incur a $35 annual software and reporting fee unless under $5,000. Assets managed by Portfolio Medics are subject to a 2.60% annual fee.
Fee Estimator
Location
Denver, CO
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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 ActivitiesSells Insurance
Brian is the President, Founder, and Insurance Agent at Oakway Financial LLC, holding active lines of authority in Life/Annuity and Health/Accident. He dedicates nearly full-time hours to this activity, all during securities trading hours.
Employment History
Current Registrations
Aegis Wealth Management, INC.
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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