Argosy Investors, LLC provides investment management services to individuals and entities through separately managed accounts. They use a single investment strategy focused on value investing in common stocks, analyzing company financials to find undervalued securities. They prefer clients with a long-term investment horizon (3-5 years or longer).
Assets Under Management$3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 1.00% |
Fees may vary and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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