Aegis Wealth Management offers ongoing portfolio management tailored to each client's individual goals, risk tolerance, and time horizon. The firm evaluates current investments, builds personalized portfolios, and manages assets with discretionary authority. Portfolio management includes investment strategy, asset allocation, asset selection, risk evaluation, and regular monitoring. Aegis Wealth Management generally limits its advice to mutual funds, fixed income securities, real estate funds, equities, exchange-traded funds, and government bonds. Additionally, the firm provides financial planning and consulting services either as part of the initial strategy development or alongside ongoing portfolio management, covering areas such as financial objectives, cash flow management, tax planning, insurance reviews, education funding, retirement planning, and estate planning. Aegis Wealth Management may also direct clients to vetted third-party investment managers for all or a portion of their assets. The firm serves individuals, high-net-worth individuals, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are generally negotiable. Minimum annual fees may apply at the firm's discretion for smaller accounts.