AEGIS FINANCIAL ADVISORY

Overview

Aegis Financial Advisory is organized as a limited liability company under individual ownership that positions itself as a fee-based advisory and educational practice. The firm provides financial planning, produces periodical publications or newsletters, and runs seminars or workshops—services that emphasize client education and ongoing advisory relationships. Its fee arrangements are flexible: the firm accepts percentage-of-AUM fees, hourly billing, and fixed-fee engagements. Aegis is not identified as an active ESG investor, does not act as a pension consultant, and is not classified as a capital allocator or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices