Aegis Capital Group (ACGL) provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your specific situation. ACGL also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on mutual funds, fixed income, real estate funds, equities, and ETFs.
Assets Under Management$9M
Clients6
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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