MH

Matthew Lawrence Harris

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
82 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$83.6M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3M+0.30%

Fees are negotiable based on the amount of assets under management, complexity of Client goals and objectives, and level of services rendered.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$500 - $7,500

Argenta charges an annual fee for portfolio management services, billed quarterly based on the market value of assets. The fee is negotiable and based on a percentage of assets under management. Consulting services are offered for a fixed fee, ranging from $500 to $7,500, also negotiable. Fees are exclusive of brokerage commissions and transaction fees.

Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information

Office location

301 Main Street, Suite 202, North Little Rock, AR, 72114

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Argenta Wealth Management
October 2003 - Present · 22 yrs 3 mos
State Registrations1 state
AR
Advisor
Exams
No exam information available for this advisor.