Byron Moore
Byron Moore is a CFP-designated registered investment advisor at Argent Advisors, INC., based in Ruston, LA, with 21 years of industry experience. Byron 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other Business ActivitiesSells Insurance
Byron is employed by Argent Advisors, Inc., a registered investment advisor. He also works with life insurance companies.
Employment History
Current Registrations
Argent Advisors, INC.
Previous Registrations
Uvest Financial Services Group, INC.
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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