Matthew Moore is a CFP-designated registered investment advisor at Argent Advisors, INC., based in Ruston, LA, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,420 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Argent Advisors offers investment management services with fees based on a percentage of the value of your portfolio. The fees vary depending on the account type and the amount you invest.
Standard Portfolio Management:
- First $500,000: 1.25% per year
- Next $500,000: 1.00% per year
- Next $1,000,000: 0.90% per year
- Over $2,000,000: 0.70% per year
Dynamic Asset Models:
- First $1,000,000: 1.50% per year
- Over $1,000,000: 1.25% per year plus $20/month operations fee
Prime Dynamic:
- First $1,000,000: 1.50% per year
- Over $1,000,000: 1.25% per year
Public Funds Management:
- First $10,000,000: 0.20% per year
- Next $10,000,000: 0.175% per year
- Over $20,000,000: 0.15% per year
- Over $25,000,000: Negotiated
American Funds – Active Portfolio:
- First $500,000: 1.00% per year
- Next $500,000: 0.90% per year
- Next $500,000: 0.80% per year
- Over $2,000,000: 0.50% per year
Passive Portfolio:
- All: 0.50% per year
Accounts custodied at Argent Trust Company are subject to a $240 base fee. Accounts custodied at Fidelity are subject to a $60 annual base fee. There is a minimum annual fee of $350 for accounts custodied at Argent Trust Company.
Location
500 E Reynolds, Ruston, LA, 71270
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a partner/officer of Room to Grow, LLC, a home and business organizing service, and a partner of Lottie Loo Tree Farm, LLC, a land management firm, dedicating minimal time to each. He is also the President of Ruston Chess Knights, a chess club, spending a few hours per week. Matthew is also an independent insurance agent, dedicating about half of his time to this activity.
Employment History
Current Registrations
Argent Advisors, INC.
State Registrations2 states
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