Aegis Wealth Management is a registered investment advisor located in Maitland, Florida, providing asset management and financial consulting services to individuals, high net worth individuals, and employee contribution plans. Aegis manages client accounts on both a discretionary basis and a non-discretionary basis, utilizing Modern Portfolio Theory to construct diversified portfolios primarily consisting of stocks, exchange-traded funds, and mutual funds. In addition to investment management, Aegis offers consulting on specific topics such as retirement, cash flow, debt management, income taxes, and life events like divorce or the death of a family member. The firm emphasizes long-term investment strategies and risk management through asset allocation and cash reserves.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are up to 1.00% annually and are negotiable based on client circumstances, portfolio complexity, and asset size.