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Aegis Financial
Oshkosh, Wisconsin
4.2
14 Reviews
Aegis Financial is a small investment advisory firm based out of Oshkosh, WI, with three offices. With a total of 14 employees, four of whom provide investment advisory services, Aegis Financial is dedicated to offering expert financial guidance and managing assets for individuals and employer 401Ks. They possess extensive experience in this space and have successfully built a client base of over 480 individuals, with assets under management exceeding $306,196,000.
Aegis Financial prides itself on its knowledgeable team of advisors, including some of the longest-tenured professionals in the firm such as Brian Rogers, Michael Donn...see more
Assets Under Mgmt
$306.2M
Investment Professionals
4
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Reviews for Aegis Financial
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