Michael Conroy is a CFP-designated registered investment advisor at Argus Wealth Management, based in Austin, TX, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 26 clients with $56M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001. AWM has a minimum annual fee of $7,500 for asset management services for an Account with less than $500,000 of total assets managed. Fees for managing insurance assets range up to 1.5% annually and are not subject to the minimum fee.
3001 Rr 620 South, Suite 327, Austin, TX, 78738
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