Argent Advisors manages investment portfolios and provides personalized financial planning and consulting services. The firm offers several investment strategies, including standard portfolio management, dynamic asset models, and mutual fund allocation programs, often coordinating with affiliated trust and investment companies. Argent Advisors helps clients with retirement planning, estate planning, insurance analysis, and overall wealth management, tailoring its approach to individual objectives and risk tolerances.
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.