Yuval Shenkar is a registered investment advisor at Argos Wealth Advisors LLC, based in Park City, UT, with 21 years of industry experience. Yuval operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 233 clients with $900M 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 $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees on assets over $100 million are negotiable. Some family and friend clients may be eligible for a fee break which is negotiable.
Fee Estimator
Location
Park City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Argos Wealth Advisors LLC
Previous Registrations
Presidio Capital Advisors LLC
State Registrations5 states
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