Aegis Wealth Management, INC.
Assets Under Management
$176.0M
Number of Clients
1,538
Number of Advisors
25
Average Client AUM
$114K
AUM per Advisor
$7.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aegis Wealth Management Inc. provides financial planning services covering cash flow, retirement, portfolio, insurance, and education savings analysis. They also offer discretionary portfolio management using model portfolios developed by sub-advisers. Investment advice is tailored to client needs and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees are negotiable for amounts over $2.5 million.
Fee Estimator
Financial planning fees are either fixed (up to $10,000) or hourly (up to $400). Portfolio management fees are based on a percentage of assets under management, as detailed in the fee table. There is also an annual $35 fee for portfolio aggregation software, waived for accounts under $5,000. Clients managing assets through Portfolio Medics, LLC are subject to a 2.60% annual management fee. Fees are negotiable.
Areas of Practice
Location
317 State Street, Guthrie Center, IA, 50115