Advisor at Aegis Capital Corp.
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 Capital Corp.
Location
Egg Harbor Twp, NJ 08234
Credentials
Series 63, Series 65
Industry experience
33 years
Michael Jennetta Sr. is a financial advisor at Aegis Capital Corp. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Aegis since 2014. Outside of his advisory role, he is involved with the USA Pole Vault Bureau Association, where he participates as a clinician and competitor and contributes time to nonprofit clinics. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and manages substantial client assets across multiple program types.
Based on Aegis Capital Corp.
$0 - $250,000: Up to 3.00% (if most transaction costs charged to Adviser) or up to 2.50% (if most transaction costs charged to client) $250,001 - $1,000,000: Up to 2.75% (if most transaction costs charged to Adviser) or up to 2.25% (if most transaction costs charged to client) $1,000,001+: Up to 2.50% (if most transaction costs charged to Adviser) or up to 2.00% (if most transaction costs charged to client)
Hourly fees may be charged for financial planning engagements; initial meeting is free. Specific hourly rates not stated.
3153 Fire Rd, Suite 1 C
Egg Harbor Twp, NJ 08234
Arizona · California · Delaware · Florida · New Jersey · Pennsylvania · Wisconsin
Aegis Capital Corp
2014 - Present (12 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:
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Lawyer
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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