Aegis Wealth Advisors

Aegis Wealth Advisors is a fee-only independent Registered Investment Advisor (RIA) based in Hartland, Wisconsin. The company employs 5 to 9 individuals and generates an annual revenue of $2.5 million. Aegis Wealth Advisors provides comprehensive wealth management services to private investors. These services include developing and implementing personalized financial plans tailored to individual client needs. The firm's advisors act as expert guides, assisting clients in navigating complex financial decisions. Aegis Wealth Advisors distinguishes itself from traditional Wall Street brokerage firms by adhering to stricter fiduciary standards governed by the Wisconsin Department of Financial Institutions (WDFI) and other relevant state regulatory bodies. As an independent firm, Aegis Wealth Advisors is not affiliated with any major brokerage house, allowing them to objectively research and recommend a wider range of investment vehicles that best suit their clients' interests. Their compensation structure is directly tied to the value of client accounts, ensuring their primary focus is on protecting and growing client assets. Interested parties can learn more about Aegis Wealth Advisors and their services by visiting their website at aegiswealthadvisors.com.