Aegis Financial
Assets Under Management
$419.0M
Number of Clients
512
Number of Advisors
6
Average Client AUM
$818K
AUM per Advisor
$69.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AEGIS Financial provides a range of advisory services, including asset management, financial planning, enhanced financial planning, and comprehensive wealth management. They offer individualized consultations on retirement, tax, and estate planning. Investment strategies are based on traditional asset classes and tailored to client goals and risk tolerance.
Fee Structure
Fees are negotiable up to 2.00% of assets under management. The negotiated fee will be based on the scope and complexity of the services provided and the total value of the assets in the client’s account(s). Consulting services are offered on an hourly or flat fee basis, with flat fees starting at $1,500. Clients are responsible for third-party fees.
Areas of Practice
Location
530 N Koeller St, Oshkosh, WI, 54902