Logan Finerty is a CFA, CFP-designated registered investment advisor at Argent Capital Management LLC, based in St. Louis, MO, with 11 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,190 clients with $3.9B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.65% |
Institutional fee schedule available for larger accounts: 0.75% on first $10M, 0.55% on next $15M, 0.50% on balance. Fees may be negotiable or waived in certain circumstances.
Fee Estimator
Location
190 Carondelet Plaza, Suite 1200, St. Louis, MO, 63105
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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
Argent Capital Management LLC
Moneta Group Investment Advisors, LLC
State Registrations2 states
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