Aegis Wealth Management manages investment portfolios and offers broad-based financial planning for individuals and families. For investment management, Aegis Wealth teams up with outside sub-advisors who handle the day-to-day trading and back-office operations, while Aegis Wealth oversees the accounts. Clients can receive advice on cash flow, retirement, insurance, education savings, and portfolio strategies. Aegis Wealth also offers hourly consulting and fixed-fee financial planning. Some associated professionals are licensed insurance agents and may earn commissions from selling insurance products, which creates a conflict of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees for amounts over $2.5 million are negotiable. Accounts also incur a $35 annual software and reporting fee unless under $5,000. Assets managed by Portfolio Medics are subject to a 2.60% annual fee.