Argenta Wealth Management offers consulting and portfolio management services tailored to individual client needs. Consulting includes advice on investments, financial goals, and planning for retirement, estate, college, and insurance. Portfolio management can be discretionary or non-discretionary, using customized or model portfolios. Argenta may use sub-advisors and primarily invests in various securities, monitoring and rebalancing portfolios as needed.
Assets Under Management$84M
Clients82
Advisors2
Avg. per Client$1M
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.30% |
Fees are negotiable based on assets under management, complexity of goals, and level of service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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