Argyle Capital Partners (ACP) offers investment management services, allocating client assets among index funds, individual debt, and equity securities. ACP also provides advice on various investments held in client portfolios. ACP tailors its services to individual client needs, considering risk tolerance and time horizon. ACP also offers standalone financial planning and consulting services covering investment, retirement, estate, tax, real estate, and insurance planning. These financial planning services are only available on a complimentary basis when requested by their wrap asset management clients.
Assets Under Management$190M
Clients177
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at ACP's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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