Argo Wealth Management provides investment management services tailored to clients' individual investment objectives, risk tolerance, and cash needs. They advise on a range of assets including stocks, bonds, ETFs, and mutual funds. Argo Wealth Management exercises discretionary authority over client investments, managing accounts without prior consultation after establishing investment objectives and asset allocation.
Assets Under Management$5.5M
Clients13
Advisors1
Avg. per Client$420K
Avg. per Advisor$5.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Argo Wealth Management charges a percentage of the assets they manage, ranging from 0.5% to 2.0% annually. The specific fee is negotiable based on factors like the size of your portfolio, its composition, and your relationship with the firm. Fees are taken monthly in arrears.
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