Argos Wealth Advisors offers asset allocation, portfolio construction, and ongoing monitoring services, primarily by selecting and overseeing unaffiliated third-party money managers to handle client accounts. Argos Wealth Advisors designs customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and private investments, including a private pooled fund for eligible clients. In addition to investment management, Argos Wealth Advisors provides financial planning analysis covering retirement, education, debt management, and tax planning. The firm specializes in serving high-net-worth individuals and families, operating with a focus on tax efficiency and risk management. Argos Wealth Advisors is headquartered in Las Vegas, Nevada.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees for assets over $100 million are negotiable. The minimum annual fee is $40,000.