Aegis Wealth Partners offers investment management and financial planning services. Investment management is tailored to individual client goals and risk tolerance. Financial planning covers investment, insurance, tax, retirement, and debt/credit planning. Aegis Wealth Partners also offers college planning and student loan repayment strategy services. For business owners, they offer exit and succession planning.
Assets Under Management$930K
Clients5
Advisors1
Avg. per Client$190K
Avg. per Advisor$930K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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