Argus Efficient Capital, LLC provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They create an Investment Policy Statement for each client. AEC primarily invests in ETFs and mutual funds, using dynamic asset allocation. AEC may also act as a subadvisor to other investment advisors.
Assets Under Management$380K
Clients13
Advisors1
Avg. per Client$29K
Avg. per Advisor$380K
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
A founder fee of 0.5% may be available.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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