Argent Wealth Advisors
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Wealth Management Fees

In order to deliver long-term value to our clients and continue to provide the highest quality advice and service, we have developed a simple and cost competitive pricing structure.  Argent Wealth Advisors combines both wealth management and investment advisory work in one asset-based fee we categorize as wealth management.  

Our only compensation comes from the fees our clients pay us.  We believe a fee-only model reduces conflicts of interest.  Our advisory fees are negotiable. 

Argent Wealth Advisors' fees are payable quarterly, in advance, based on the portfolio market value at the end of the preceding quarter. The annual fees listed below are divided by four to calculate the quarterly amount to be paid.

First $500,000                 1.50%             
$500,000 to $1 Million   1.00%         
$1 Million to $5 Million  0.75%            
Over $5 Million               Negotiable 

Argent Wealth Advisors, LLC  3736 Mt. Diablo Blvd. Suite #300  Lafayette, CA  94549  Office:  925.282.1740  Fax:  925.282.1735

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