Martin Palomo is a registered investment advisor at Argent Wealth, LLC, based in Ridgeland, MS, with 11 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 433 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Argent Wealth charges a maximum of 1.5% annually for asset management and comprehensive portfolio management services. Fees are calculated monthly or quarterly, based on the average daily value of your account. Fees are negotiable and deducted from client accounts. Argent Wealth also offers separately managed account services with fees distinct from the standard asset management fees.
Location
1020 Highland Colony Parkway, Suite 603, Ridgeland, MS, 39157
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Regulatory History (1)
Customer Dispute
February 2017Other Business Activities
Martin owns Palomo Futbol Consulting, which provides tournaments, refereeing, and soccer consulting services. He dedicates about 10-20% of his time to refereeing youth and high school soccer and directing tournaments.
Employment History
Current Registrations
Argent Wealth, LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Edward Jones
Edward JonesBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.