Argent Advisors, Inc.

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Total assets under management

$1,461,903,002

Total clients

1,347

16% high-net worth

Total advisors

of 28 employees

Firm size

Multi Team

Average clients per advisor

104

Average account size

$1,085,303

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Financial planning and consulting fixed fees generally range from $1,000 to $5,000 depending on scope

Percentage

$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)

Commissions

Clients can purchase investment products through LPL Financial Corporation on a commission basis; commissions vary

Project-based

Financial planning and consulting services generally $150 per hour

Other

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

Disclosures

Main office location

Argent Advisors, Inc.

1609 Stubbs Avenue

Monroe LA 71201, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 318-324-8000

Advisors at this firm

Lucius M

Series 65

Monroe, LA

Argent Advisors, Inc.

Matthew M

CFP®

Ruston, LA

Argent Advisors, Inc.

Michael J

Series 63, Series 65, Series 66

Monroe, LA

Argent Advisors, Inc.

Byron M

CFP®, Series 63

Ruston, LA

Argent Advisors, Inc.

Trey C

CFP®, ChFC®, Series 63, Series 66

Monroe, LA

Argent Advisors, Inc.

Barry G

Series 63, Series 66

Monroe, LA

Argent Advisors, Inc.

Taylor H

Series 65

Monroe, LA

Argent Advisors, Inc.

Stephen B

Series 66

Monroe, LA

Argent Advisors, Inc.

Justin M

CFP®

Monroe, LA

Argent Advisors, Inc.

Kathy E

Series 63, Series 66

Monroe, LA

Argent Advisors, Inc.

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