Argo Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,700,000
Total clients
14
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$407,143
About
Argo Wealth Management provides discretionary investment management to individual investors, high‑net‑worth clients and business entities, reporting $5.5 million in discretionary assets under management across a small client base. In addition to its retail work, the firm also offers portfolio management for institutional clients — a mix of services that is uncommon for independent advisers of this size.
The firm tailors portfolios to each client’s objectives and risk tolerance, relying primarily on fundamental analysis to select equities, fixed income, ETFs, mutual funds, options and insurance products. Accounts are managed on a discretionary basis with ongoing monitoring and rebalancing, quarterly reviews, and client access to account information through its custodian, Interactive Brokers.
Distinctive operational features disclosed in the brochure include a $100,000 account minimum (waivable at the firm’s discretion), custody and trade execution concentrated at Interactive Brokers (from which the firm receives platform services), and the managing member’s life and health insurance license with commission‑sharing on certain annuity sales — a disclosed potential conflict of interest. The firm also does not send written account reports to clients and declines proxy‑voting authority, instead directing proxy materials and custodial statements directly to clients.
Client services
Portfolio management
Expertise
Annuities
Fee options
0.5% to 2.0% (negotiable based on factors including account size, portfolio composition, aggressiveness, and prior relationship)
Firm does not receive brokerage commissions from securities sales; however, Managing Member receives commissions from sales of insurance products such as variable annuities.
Account minimum: $100,000 Fee-only: Investment management fees based on percentage of assets under management, negotiable from 0.5% to 2.0% annually, charged monthly in arrears.
Main office location
Argo Wealth Management
Westlake OH, United States
Number of offices
1
Most active in
Argo Wealth Management has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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