Chad
Kopser
Aegis Wealth Management, Inc
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About this Advisor
Chad Kopser is a financial advisor based in Golden, Colorado, working with Aegis Wealth Management, Inc. Chad has previously held positions at Aegis Wealth Management, Inc and Aegis Financial. Chad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Chad is part of Aegis Wealth Management, Inc, which operates out of Golden, Colorado. The firm has 28 offices and 30 employees. The firm manages assets totaling $143.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Aegis Wealth Management, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aegis Wealth Management, Inc Brokerage Details
$143,104,727
30
1,742
$82,150
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Chad Kopser Work History
Aegis Wealth Management, Inc
Aegis Financial
Disclosures
Please visit the SEC profile of Chad Kopser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aegis Wealth Management, Inc
Layton, UT
Shelton, CT
Tewksbury, MA
Guthrie Center, IA
Salt Lake City, UT
Guthrie Center, IA
Glen Allen, VA
Guthrie Center, IA
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