Argent Wealth Management offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and review estate plans. Argent is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$140M
Clients69
Advisors2
Avg. per Client$2M
Avg. per Advisor$69M
Fee Structure
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.25% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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