Aegis Investment Management provides investment management and consulting services. They offer advice on various asset classes, including stocks, mutual funds, and exchange traded funds. Aegis works with clients to understand their risk tolerance and creates investment strategies suitable for their profile. They enter into formal written agreements with clients, which can be terminated with 30 days' notice.
Assets Under Management$12M
Clients25
Advisors1
Avg. per Client$490K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$150K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Fees are negotiable for accounts above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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