eVision
eVision /

For experienced investment adviser representatives

An advisory home with a deeper bench.

Explore an Aegis affiliation, an approved team structure, or a role in an ensemble. Compare those paths with buying selected external services through your existing firm.

The work to consider

  • Advisory affiliation, approved branding, and service roles
  • Planning capacity and authorized investment implementation
  • Team design, supervision, economics, and transition assessment

What remains your responsibility

Aegis and its IARs retain their respective fiduciary, supervisory, documentation, and client-service obligations. No ownership or universal customization is promised.

Explore your advisory fit. ↗

Possible providers.
Defined engagements.

Advisory home & ensemble infrastructure

Aegis Wealth Group, LLC

Advisory affiliation, approved team structures, and the supervision and infrastructure of the responsible investment adviser.

Examine scope & responsibilities ↗

Investment implementation & operational support

E6 Portfolios, LLC

Portfolio management, TAMP/subadvisory services, model implementation, reporting, billing, and platform support within the selected engagement.

Examine scope & responsibilities ↗

Planning capacity & professional coordination

TomiPlan, LLC

Non-securities planning, budgeting, education, coaching, estate/legacy organization, meeting preparation, and coordination with the client’s selected professionals.

Examine scope & responsibilities ↗

Availability, minimums, service levels, pricing, data-return provisions, and exit terms require a current, provider-specific proposal. No numerical thresholds or commercial terms are implied here.

A considered path
from fit to implementation.

  1. 01Understand your goals
  2. 02Map the current structure and constraints
  3. 03Compare scope and economics
  4. 04Complete diligence and approvals
  5. 05Agree the implementation plan

Account and product portability, existing obligations, client consent, licensing, custody, and data migration need individual assessment. No universal transition timeline is promised.

A substantive next step

Start with the work
you want to do differently.

Tell us what is working, where capacity is stretched, and what you want your next chapter to look like. Explore scope, fit, and economics with the appropriate company.

Start a fit conversation