Argentarii, based in Cincinnati, offers investment management services tailored to individual client goals. They work with clients to understand their financial situation and develop appropriate investment strategies. Argentarii also provides family office services, including balance sheet review, investment oversight, estate structuring, and legacy development. Client assets are generally invested according to model portfolios. They may use third-party managers via Goldman Sachs Institutional platform. Argentarii may recommend private placements to qualified investors.
Fee Structure
Argentarii's fees for managing your investments are negotiable, but will not exceed 1% of the value of your portfolio annually. The exact fee depends on the type of account, your relationship with Argentarii, the size and complexity of your assets, and the investment strategies used. Fees are typically deducted from your account monthly, based on the average daily balance. Investment management services are included in the family office service fees.