Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aegis bases its fees primarily on a percentage of assets under management. The maximum fee on the first $250,000 of assets is either 2.50% or 3.00%, depending on whether transaction costs are charged to the client or the advisor, respectively. For the next $750,000, the maximum fee is either 2.25% or 2.75%, and for assets over $1,000,000, the maximum fee is either 2.00% or 2.50%. The fee may be charged as a Floating Rate, Incremental Rate, or Fixed Rate. Aegis may negotiate the fee amount. The Aegis broker-dealer generally charges $10.00 per transaction.
Areas of Practice
Advisor Information
Office location
1345 Avenue of the Americas, 27th Floor, New York, NY, 10105
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No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a Vice President at Arclight Advisors LLC since 2014, providing business development services for licensing and selling healthcare products, as well as business strategy and advisory services. This activity takes minimal time.