Argos Wealth Advisors offers investment advice, primarily asset allocation, portfolio construction, and monitoring services. They select third-party money managers or construct portfolios of mutual funds and exchange-traded funds based on client needs. Financial planning services are included, covering retirement, education, debt management, investments, and tax planning. Argos Wealth Advisors also manages the AWA Small Cap Access Fund, a private pooled investment vehicle for its clients.
Assets Under Management$900M
Clients233
Advisors8
Avg. per Client$3.9M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Minimum Annual Fee:$40,000
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 on assets over $100 million are negotiable. Some family and friend clients may be eligible for a fee break which is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...