Aegis Wealth's Form ADV discloses 1.00% on the first $3 million, 0.60% on the next $7 million, 0.40% on the next $15 million, and 0.30% on assets above $25 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #134429), Aegis Wealth is subject to fiduciary duty under federal law.
Aegis Wealth is headquartered in BETHESDA, MD.
Aegis Wealth serves 102 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, Aegis Wealth offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Aegis Wealth manages $744 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, Aegis Wealth serves high-net-worth individuals and institutional clients. View client details ↓