Aegis Wealth Partners, LLC
Aegis Wealth Partners, LLC (CRD# 171693) is a financial advisory firm headquartered in Phoenix, AZ. They manage $750,000 in 5 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$150,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
David Schiller (CRD# 2794155) is an Investment Advisor Representative working at Aegis Wealth Partners, LLC in Phoenix, AZ and has over 17 years of experience in the finance industry. David Schiller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.