Advisor at Argos Wealth Advisors LLC
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Firm
Argos Wealth Advisors LLC
Location
Las Vegas, NV
Credentials
Series 65
Industry experience
21 years
Yuval Shenkar is a financial advisor at Argos Wealth Advisors LLC with 21 years of industry experience. He holds the Series 65 designation and has been with Argos Wealth Advisors since 2013. The firm provides investment advisory services to individual and high-net-worth clients, trusts, estates, and charitable organizations, focusing on asset allocation, portfolio construction, and oversight of third-party money managers. Argos follows a risk-based, strategic asset allocation approach and manages a private pooled vehicle, the AWA Small Cap Access Fund, 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 · Colorado · Connecticut · Florida · Utah
Argos Wealth Advisors LLC
2013 - Present (13 years)
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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 63, Series 66
Las Vegas, NV
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