Assets Under Management
$419.0M
Number of Clients
512
Number of Advisors
6
Average Client AUM
$818K
AUM per Advisor
$69.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
AEGIS Financial provides a range of advisory services, including asset management, financial planning, and comprehensive wealth management. They offer individualized consultations on retirement, tax, and estate planning. Investment strategies are based on traditional asset classes, with access to cryptocurrency-related ETFs/ETPs and ESG funds upon client request.
530 N Koeller St, Oshkosh, WI, 54902