Advisor at Argos Wealth Advisors LLC
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Firm
Argos Wealth Advisors LLC
Location
Saint Helena, CA
Credentials
CFP®, Series 65
Industry experience
7 years
Christopher Leary is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Argos Wealth Advisors LLC since 2019 and previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Argos Wealth Advisors provides investment advisory services to individual and high-net-worth clients, trusts, estates, and charitable organizations, using a risk-based, strategic asset allocation approach that includes oversight of discretionary money managers. The firm also sponsors and manages the AWA Small Cap Access Fund, a private pooled vehicle designed to give clients access to small-cap managers.
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
Saint Helena, CA
California
Argos Wealth Advisors LLC
2019 - Present (7 years)
Bordeaux Wealth Advisors LLC
2017 - 2019 (2 years)
Brownson, Rehmus & Foxworth
2015 - 2017 (2 years)
Brownson Rehmus & Foxworth, Inc.
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
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Is not active or affiliated with:
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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