Argonautica Private Wealth Management provides investment management and financial advisory services to individuals, high net worth individuals, retirement plans, non-profit organizations and businesses. Argonautica works with clients to determine their investment objectives and risk profile and develops a customized investment plan based on their individual needs and goals. Argonautica manages portfolios on a discretionary and non-discretionary basis.
Assets Under Management$510M
Clients121
Advisors5
Avg. per Client$4.2M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee for Equity/Balanced investment strategy is 1.50%. Maximum annual advisory fee for Fixed Income investment strategy is 1.30%. Fees may be based on cumulative household assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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