Aegis Wealth
Assets Under Management
$708.0M
Number of Clients
121
Number of Advisors
5
Average Client AUM
$5.9M
AUM per Advisor
$141.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aegis Wealth Management, LLC provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They may also offer financial planning and consulting services, including retirement and education planning. AWM may direct clients to third-party investment advisers. They primarily advise on mutual funds, fixed income, equities, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are generally negotiable. Minimum annual fees may be assessed on a case-by-case basis, potentially exceeding the standard fee schedule.
Fee Estimator
AWM charges an annual fee based on assets under management, as shown in the table. These fees are generally negotiable. Alternative fee arrangements, such as fixed fees, may be agreed upon. Clients are responsible for third-party fees such as custodian and brokerage fees. Minimum annual fees may be assessed on a case-by-case basis, potentially exceeding the standard fee schedule.
Areas of Practice
Location
6903 Rockledge Drive, Ste. 530, Bethesda, MD, 20817