Aegis Wealth Advisors (AWA) offers investment management services using diversified portfolios based on academically formed strategies. AWA advises on various securities and provides financial planning advice covering retirement, estate, college funding, cash flow, insurance, and executive benefits. Client portfolios are customized and reviewed quarterly, with most assets managed on a discretionary basis. AWA uses no-load, institutional mutual funds from Dimensional Fund Advisors (DFA) or other passively managed vehicles.
Assets Under Management$28M
Clients65
Advisors2
Avg. per Client$430K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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