Advisor at Argos Wealth Advisors LLC
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Bradford Yamada is a CFA® charterholder with eight years of industry experience. He has been with Argos Wealth Advisors LLC since 2007. Outside of his advisory role, he is involved in breeding, raising, and showing Standard Schnauzer dogs. Argos Wealth Advisors provides investment advisory services to individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a risk-based, strategic asset allocation approach and manages a private pooled vehicle, the AWA Small Cap Access Fund, L.P., which offers clients access to small-cap managers with typically high minimum investments.
Based on Argos Wealth Advisors LLC
Based on Argos Wealth Advisors LLC
Fixed consulting fees range from $12,000 to $48,000 annually
$0 - $5 million: 0.80% $5 million - $15 million: 0.60% $15 million - $25 million: 0.50% $25 million - $100 million: 0.40% $100 million+: Negotiable
$250 to $500 per hour
Account minimum: $5,000,000 Minimum fee: $40,000 per annum Fee-only: Hourly fee $250-$500; Fixed consulting fees $12,000 minimum to $48,000 maximum annually
Las Vegas, NV
California
Argos Wealth Advisors
2007 - Present (19 years)
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