Aegis Investment Management is a registered investment advisor founded in 2018 and based in Red Wing, Minnesota. The firm is led by Nathan Ostertag and provides personalized investment management, financial planning, and investment consulting services. Aegis builds diversified portfolios using stocks, mutual funds, exchange-traded funds, and fixed income instruments based on each client's individual risk tolerance and financial goals. As a registered investment advisor, Aegis is legally required to act in your best interest at all times.
Assets Under Management$14M
Clients26
Advisors1
Avg. per Client$550K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Fees for accounts above $2,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...