How does the advisor help clients – Key Takeaways:
AEGIS WEALTH provides comprehensive financial services to clients, including investment management, retirement planning, and estate planning. The firm offers personalized strategies tailored to each client’s unique financial goals and needs.
Facts & Insights
As of January 2021, AEGIS WEALTH manages over $500 million in assets and has a team of 15 experienced financial advisors. The firm has been in business for 10 years and has established a strong reputation for expertise and service within the financial industry.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
AEGIS WEALTH offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Education planning
- Tax planning
- Insurance planning
Client Types
AEGIS WEALTH serves a diverse group of clients, including:
- High-net-worth individuals
- Retirees
- Small business owners
- Families
- Individuals approaching retirement
Fees & Compensation
AEGIS WEALTH charges a percentage of assets under management as their primary fee structure. They may also charge additional fees for certain services, such as financial planning or tax preparation. The exact fees and compensation structure are discussed and agreed upon with the client before any services are provided.
Background
AEGIS WEALTH was founded with the goal of providing personalized financial guidance and long-term strategies to help clients achieve their financial goals. The firm’s team of experienced financial advisors has a deep understanding of the complexities of wealth management and is dedicated to providing exceptional service and support to clients.
Financial Advisor Disclosures to Know
AEGIS WEALTH is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally and ethically obligated to act in the best interests of their clients and to make all investment decisions with the primary goal of maximizing client returns.
The firm’s advisors may have certain disclosures on their record, such as disciplinary actions or conflicts of interest. These disclosures can be found on the SEC’s Investment Advisor Public Disclosure (IAPD) website or by requesting a copy from the firm.