Aegis Financial Advisory, LLC
3689 Carman Drive, Suite 200-A
Lake Oswego, OR 97035
19925 Stevens Creek Blvd., Suite 100, Cupertino, CA 95014
Aegis Financial Advisory offers comprehensive wealth management, investment management and financial planning.
Compensation methods accepted
Fixed fee based on assets or financial circumstances
Required education for senior advisors in the firm
CFP® (Certified Financial Planner)
Link to SEC/state registration
Aegis Financial Advisory
I formed my firm with the goal of providing non-conflicted, comprehensive financial advice. I work solely for my clients, not a financial services company, and my primary loyalty is to them.
… A business model that places the burden on the client to know when their adviser is acting in their best interest and when he is not is fundamentally flawed. Clients deserve the reassurance that their adviser is acting in their best interest 100% of the time. Simply put, fiduciary advice places the focus on where it belongs: doing what is best for the client, not the adviser or his employer.