Argent Advisors provides investment advisory services where they manage your investments for a fee based on the value of your portfolio. They also offer financial planning and consulting services for a separate fee, covering topics like estate planning and insurance. Argent Advisors may recommend other professionals, but you're not obligated to use them. They also offer retirement plan services to businesses. Argent Advisors uses various methods of analysis and investment strategies, and clients should be aware of the risks involved in investing.
Fee Structure
Argent Advisors offers investment management services with fees based on a percentage of the value of your portfolio. The fees vary depending on the account type and the amount you invest.
Standard Portfolio Management:
- First $500,000: 1.25% per year
- Next $500,000: 1.00% per year
- Next $1,000,000: 0.90% per year
- Over $2,000,000: 0.70% per year
Dynamic Asset Models:
- First $1,000,000: 1.50% per year
- Over $1,000,000: 1.25% per year plus $20/month operations fee
Prime Dynamic:
- First $1,000,000: 1.50% per year
- Over $1,000,000: 1.25% per year
Public Funds Management:
- First $10,000,000: 0.20% per year
- Next $10,000,000: 0.175% per year
- Over $20,000,000: 0.15% per year
- Over $25,000,000: Negotiated
American Funds – Active Portfolio:
- First $500,000: 1.00% per year
- Next $500,000: 0.90% per year
- Next $500,000: 0.80% per year
- Over $2,000,000: 0.50% per year
Passive Portfolio:
- All: 0.50% per year
Accounts custodied at Argent Trust Company are subject to a $240 base fee. Accounts custodied at Fidelity are subject to a $60 annual base fee. There is a minimum annual fee of $350 for accounts custodied at Argent Trust Company.