Laura
Hutter

Aegis Wealth Management, Inc

CRD#7415672
Investment Advisor
in Palm City, FL

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About this Advisor

Laura Hutter is a financial advisor based in Palm City, Florida, working with Aegis Wealth Management, Inc. Laura has previously held positions at Aegis Wealth Management, Palm City Physical Therapy, Inc, and Osprey Retirement Solutions. Laura has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Laura is part of Aegis Wealth Management, Inc, which operates out of Palm City, Florida. 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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Palm City, FL

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Aegis Wealth Management, Inc Brokerage Details

Total Assets Under Management

$143,104,727

FL Average: $9,259,360,772
Total Number of Employees

30

FL Average: 166
Total Number of Accounts

1,742

FL Average: 7,189
Average Account Size

$82,150

FL Average: $1,287,990

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

Laura Hutter Work History

2021 - Present (3 years)

Aegis Wealth Management

2015 - Present (9 years)

Osprey Retirement Solutions

2010 - 2020 (10 years)

Palm City Physical Therapy, Inc

Disclosures

Please visit the SEC profile of Laura Hutter 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

Anthony Pisani
Shelton, CT
Theresa Bond
Layton, UT
Suzanne Porske
Guthrie Center, IA
Christopher Wilkinson
Salt Lake City, UT
Griffin Malatino
Wheat Ridge, CO
Daniel Stewart
Glen Allen, VA
David Stanley
Guthrie Center, IA
Jonathan Durr
Guthrie Center, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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