Advisor at Aegis Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aegis Wealth Management, Inc.
Location
Denver, CO
Credentials
Series 65
Industry experience
4 years
Brian Lipsett is a financial advisor at Aegis Wealth Management, Inc. in Denver, CO, holding a Series 65 credential with four years of industry experience. He is also the president and founder of Oakway Financial LLC, where he is actively involved in insurance services. Prior to joining Aegis, Lipsett worked at Western Insurance Network. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets, serving individuals, retirement plans, trusts, and other entities. The firm uses model portfolios provided by sub-advisers to tailor investment allocations according to client goals and risk tolerance.
Based on Aegis Wealth Management, Inc.
Based on Aegis Wealth Management, Inc.
Up to $10,000 fixed fee for broad-based financial planning services.
$0 - $500,000: 2.15% annually $500,001 - $1,000,000: 2.05% annually $1,000,001 - $2,500,000: 1.80% annually $2,500,001+: Negotiable
Commissions earned on insurance products and securities sales by dually licensed Associated Persons, separate from advisory fees.
Up to $400 per hour for specific financial planning or consulting services.
Account minimum: $10,000
Denver, CO
Colorado
Aegis Wealth Management, Inc.
2021 - Present (5 years)
Oakway Financial LLC
2019 - Present (7 years)
Western Insurance Network
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Denver, CO
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Series 63, Series 65
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CFP®, Series 65
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Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
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