Argent Retirement Plan Advisors provides investment advisory and pension consulting services to participant-directed retirement plans. They assist plan sponsors with investment menu selection, recommend investment vehicles, and may provide general education to plan participants. Argent Retirement does not provide services to individuals or other types of entities, nor do they execute securities transactions for clients. They are custodian neutral and their compensation comes solely from advisory fees.
Assets Under Management$650M
Clients49
Advisors5
Avg. per Client$13M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25.0M - $35.0M | 0.20% |
| $35M+ | 0.15% |
Accounts with less than $1.5 million in assets are charged a fixed fee of $3,000 per quarter. The fee can be modified at Argent Retirement's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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