Aegis Wealth AdvisorS. LLC

Overview

Aegis Wealth AdvisorS, LLC is an independent, individually owned RIA operating as an LLC that delivers fee-based advisory services to individual and family clients. The firm charges a percentage-of-AUM advisory fee and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. It also operates as an insurance broker, which complements its use of annuities and other insurance-linked products. Aegis identifies as a capital allocator but does not present itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices