Lucius Mcgehee is a registered investment advisor at Argent Advisors, INC., based in Ruston, LA, with 9 years of industry experience. Lucius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,499 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
Rates shown are for Standard Portfolio Management. Other programs have different schedules, such as Dynamic Asset Models at 1.25% to 1.50% plus a $20/month operations fee, and Passive Portfolios at a flat 0.50%. Fees are negotiable.
Fee Estimator
Location
500 East Reynolds Drive, Ruston, LA, 71270
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lucius is the Executive Vice President of Argent Trust Company, dedicating about half of his time to trust/investment/custodial services. He also manages timberland, serves as a trustee and board member for multiple foundations, and is a board member for the Industrial Development Board of Lincoln Parish.
Employment History
Current Registrations
Argent Advisors, INC.
Previous Registrations
Argent Institutional Services, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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