Argenta Wealth Management
Assets Under Management
$83.6M
Number of Clients
82
Number of Advisors
2
Average Client AUM
$1.0M
AUM per Advisor
$41.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Argenta Wealth Management offers consulting and portfolio management services, both discretionary and non-discretionary. They tailor advice to client needs, gather financial information, determine goals, and assess risk tolerance. They may use sub-advisors and primarily use various securities in their asset management programs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $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
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
Location
413B Main Street, North Little Rock, AR, 72114