Everspire

Aegis Wealth Group, LLC, operating as Everspire, is an SEC Registered Investment Advisor founded in 2005 and registered as an independent RIA in 2015. The firm manages $181,142,726 in Regulatory Assets Under Management on a discretionary basis. Aegis Wealth offers wealth management, financial planning, and investment management services to meet individual client retirement needs. The firm has a sub-advisory relationship with E6 Portfolios, providing clients with a range of investment strategies. Aegis Wealth does not have formal minimums for clients and allows each advisor to set their policies for taking on clients. The firm is a fiduciary under ERISA and the IRC, acting in the best interests of clients. Aegis Wealth does not accept performance-based fees and clients may grant the firm discretionary trading authority. The firm has a Code of Ethics, and advisors may invest in similar securities as clients. Aegis Wealth does not receive compensation for client referrals and does not accept soft dollar benefits. Clients are encouraged to review account statements and meet with advisors annually for reviews. Aegis Wealth does not accept authority to vote client securities and does not require prepayment of fees exceeding $1,200. The firm has no disciplinary disclosures and has not been subject to a bankruptcy petition.