Advisor at Argent Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Argent Advisors, Inc.
Location
Ruston, LA 71270
Credentials
CFP®, Series 63
Industry experience
20 years
Financial planning and consulting fixed fees generally range from $1,000 to $5,000 depending on scope
$0 - $500,000: 1.25% (Standard Portfolio Management) $500,001 - $1,000,000: 1.00% (Standard Portfolio Management) $1,000,001 - $2,000,000: 0.90% (Standard Portfolio Management) $2,000,001+: 0.70% (Standard Portfolio Management) $0 - $1,000,000: 1.50% (Dynamic Asset Models and Prime Dynamic) $1,000,001+: 1.25% (Dynamic Asset Models and Prime Dynamic) $0 - $10,000,000: 0.20% (Public Funds Management) $10,000,001 - $20,000,000: 0.175% (Public Funds Management) $20,000,001 - $25,000,000: 0.15% (Public Funds Management) $25,000,001+: Negotiated (Public Funds Management) $0 - $500,000: 1.00% (American Funds – Active Portfolio) $500,001 - $1,000,000: 0.90% (American Funds – Active Portfolio) $1,000,001 - $2,000,000: 0.80% (American Funds – Active Portfolio) $2,000,001+: 0.50% (American Funds – Active Portfolio) $0+: 0.50% (Passive Portfolio)
Clients can purchase investment products through LPL Financial Corporation on a commission basis; commissions vary
Financial planning and consulting services generally $150 per hour
Account minimum: $350 annual minimum fee for accounts custodied at Argent Trust Company (ATC), negotiable and may be waived or reduced at Registrant's discretion Minimum fee: Generally an annual minimum fee of $350 for accounts custodied at ATC; may be waived or reduced Fee-only: Financial planning and consulting fees negotiable; generally $150 per hour or $1,000 to $5,000 fixed fee
Argent Trust
2010 - Present (16 years)
Argent Insurance Servcies, Llc
2006 - Present (20 years)
Argent Advisors, Fka Argent Capital Management
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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