Everspire
An Aegis advisory ensemble and brand.
Advisory home & ensemble infrastructure
Aegis Wealth Group, LLC
Advisory affiliation, approved team structures, and the supervision and infrastructure of the responsible investment adviser.
Synchrony Wealth Management
An approved team brand used by Aegis IARs; not a separate registered adviser.
- Retained responsibilities
- The firm and its IARs retain their applicable fiduciary, supervisory, documentation, and client-service responsibilities. Delegation is defined in writing.
- Engagement & contracting company
- Advisory affiliation and applicable client/service agreements with Aegis.
- Cost categories
- Advisory compensation, firm charges, allocated expenses, and separately engaged services must be itemized in a current proposal.
- Required approvals
- Registration, background and business diligence, supervisory approval, approved branding, and definitive agreements.
- Not included
- No automatic brokerage or insurance authority, ownership grant, unrestricted customization, or engagement of another affiliate.
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