EA
EA

Edward Argus

2 Years of Experience
Westfield, IN

Edward Argus is a registered investment advisor at Argus Efficient Capital, LLC, based in Westfield, IN, with 2 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $380K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$29K average
Assets Under Management
$379K

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

A founder fee of 0.5% may be available.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Westfield, IN

Get directions

History

Regulatory History
Clean regulatory record

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

Edward is an investment officer of Risk at IU Health, dedicating nearly full-time hours to this role. He also serves as the Executive Director at CFA Society Indianapolis, spending a minimal amount of time on this activity.

Employment History
Current Registrations
Argus Efficient Capital, LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Waddell & Reed, INC.
April 2008 - August 2008 · 4 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.