Justin Mailhes is a CFP-designated registered investment advisor at Argent Advisors, INC., based in Monroe, LA, with 10 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,499 clients with $1.7B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
Rates shown are for Standard Portfolio Management. Other programs have different schedules, such as Dynamic Asset Models at 1.25% to 1.50% plus a $20/month operations fee, and Passive Portfolios at a flat 0.50%. Fees are negotiable.
Fee Estimator
Location
1609 Stubbs Avenue, Monroe, LA, 71201
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Regulatory History
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 ActivitiesSells Insurance
Justin works as a trust officer at Argent Trust Company and the Chief Compliance Officer at Heritage Capital Management. He also works as an independent insurance agent, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Argent Advisors, INC.
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.
Exams
More Advisors
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- Mark Mcneely, CFPLPL Financial LLC