Argus Wealth Management offers asset management with ongoing supervision of your accounts, including financial planning at no extra charge. They also provide financial planning and consulting services, including written plans and consultations. Argus Wealth Management acts as a fiduciary, putting your best interests first and accepting no commissions.
Assets Under Management$56M
Clients26
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001. AWM has a minimum annual fee of $7,500 for asset management services for an Account with less than $500,000 of total assets managed. Fees for managing insurance assets range up to 1.5% annually and are not subject to the minimum fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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