Erik Olson is a registered investment advisor at Argent Wealth, LLC, based in Ridgeland, MS, with 2 years of industry experience. Erik 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
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Argent Wealth, LLC
State Registrations2 states
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