Assets Under Management
$708.0M
Number of Clients
121
Number of Advisors
5
Average Client AUM
$5.9M
AUM per Advisor
$141.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Aegis Wealth Management provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They also offer financial planning and consulting services, including retirement, education, and estate planning. AWM may direct clients to third-party investment advisers and reviews their performance.
| Assets Under Management | 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.
6903 Rockledge Drive, Ste. 530, Bethesda, MD, 20817