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
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is the owner of G&D Paradise Properties, LLC and Colonial Plaza Holdings, LLC, both real estate holding companies, and a sales associate at Jamat Realty Inc. He also serves as a trustee for Faith Baptist Church of Sarasota, dedicating minimal time to each of these activities.