Aegis Wealth

Aegis Wealth Management, LLC is a financial advisory firm established in February 2005, located in Bethesda, MD. The firm specializes in offering portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Aegis Wealth Management collects client information to construct personalized investment plans, including investment strategy, asset allocation, and risk tolerance assessment. The firm may request discretionary authority from clients to make investment decisions in line with fiduciary duties. AWM may direct clients to third-party investment advisers and conducts due diligence before recommending them. The firm charges asset-based fees ranging from 0.30% to 1.00% based on total assets under management. Clients may impose restrictions on investments based on personal values. AWM's investment strategies include long-term trading, short-term trading, and dividend return strategies. The firm uses fundamental analysis, modern portfolio theory, and quantitative analysis in its methods of analysis. Clients receive quarterly account reports and annual statements. AWM does not accept compensation for the sale of investment products and operates under a fiduciary duty to act in clients' best interests. The firm does not require clients to prepay fees exceeding $1,200 or have a balance sheet due to not soliciting prepayment beyond this amount. AWM has not been subject to bankruptcy in the last ten years.