Argos Capital Partners offers financial planning, investment advice, and portfolio management primarily to ultra-high-net-worth individuals and family office clients. The registered investment advisor specializes in passive index investing using exchange-traded funds and third-party managers, alongside due diligence on alternative investments like private equity, real estate, and private operating companies. Argos Capital Partners provides comprehensive services including investment policy statements, ongoing portfolio monitoring, retirement analysis, aggregate reporting, and periodic family meetings. While most client accounts are handled on a non-discretionary basis, the registered investment advisor also manages discretionary private funds and special purpose vehicles for direct private investments. The firm works closely with multi-generational family relationships and coordinates closely with Argos Family Office.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Clients typically pay a 0.15% fee on total investable assets, while certain legacy clients are charged between 0.40% and 1.00% based on assets under management. Private funds managed by the firm may charge separate management fees between 0.75% and 1.25% plus performance fees.