Argus Investors’ Counsel (AIC) manages investments using various model portfolios that include U.S. stocks, exchange-traded funds (ETFs), and fixed income. AIC also provides portfolio consulting for unit investment trusts (UITs). AIC uses Argus Research Company (ARC) as an independent research provider. AIC generally provides investment advice to high-net-worth individuals, investment companies, pension and profit sharing plans, charitable organizations, and government entities. AIC tailors portfolios to client needs and monitors them regularly.
Fee Structure
Argus Investors’ Counsel charges an annual fee based on the total value of your investments. The fee is calculated at the end of each quarter or month, depending on your preference, and billed in arrears. The fees are:
- Up to $3 million: 0.75% - 1.00%
- On the first $10 million: 0.50% - 0.750%
- On the next $20 million: 0.40% - 0.625%
- On the next $20 million: 0.30% - 0.500%
- Over $50 million: 0.20% - 0.250%
Fees may be negotiable depending on factors such as the type and size of the account and the range of services provided.