Argo Wealth Advisory offers wealth management and financial planning services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Argo Wealth provides customized investment management solutions, including the use of model portfolios and independent managers. They also offer financial planning services covering investment planning, retirement planning, education savings, and insurance needs. Argo Wealth acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client.
Assets Under Management$260M
Clients99
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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