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
Lakewood, CO 80028
Credentials
Series 65
Industry experience
6 years
Lisa Cassidy is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding a Series 65 credential with six years of industry experience. She has worked at Aegis Wealth Management and Aegis Financial since 2019 and previously spent eleven years at LT Consulting Inc. Cassidy is also active as an insurance agent selling life and annuities. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through model portfolios managed by multiple sub-advisers.
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
225 Union Blvd, Suite 150
Lakewood, CO 80028
Colorado
Aegis Wealth Management, Inc.
2019 - Present (7 years)
Aegis Financial
2019 - Present (7 years)
LT Consulting Inc.
2007 - 2018 (11 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.
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