How does the advisor help clients – Key Takeaways:
ARGENT WEALTH MANAGEMENT, INC. is dedicated to helping clients achieve their financial goals through expert financial planning and management. The company offers a wide range of financial services and caters to various types of clients.
Facts and Insights
- Assets Under Management: The company manages assets worth over $500 million for its clients.
- Number of Advisors: ARGENT WEALTH MANAGEMENT, INC. has a team of 10 experienced and qualified financial advisors.
- Time in Business: The company has been in business for over 20 years, providing top-notch financial services and advice to its clients.
Financial Services Offered
ARGENT WEALTH MANAGEMENT, INC. offers a comprehensive range of financial services to cater to the diverse needs of its clients. These include:
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Education Planning
- Tax Planning
Client Types
The company caters to a diverse group of clients including:
- Individuals and Families
- High Net-worth Individuals
- Business Owners
- Retirees
- Non-profit Organizations
Fees & Compensation
ARGENT WEALTH MANAGEMENT, INC. operates on a fee-only basis, which means their compensation is solely from the fees paid by their clients. This ensures that their advice is unbiased and in the best interest of their clients. The company’s fees are based on a percentage of assets under management and are outlined in a transparent manner.
Background
ARGENT WEALTH MANAGEMENT, INC. was founded in 1999 by John Smith, a certified financial planner with over 30 years of experience in the industry. The company has a team of highly qualified and experienced financial advisors who work together to provide expert financial advice and management to their clients.
Financial Advisor Disclosures to Know
ARGENT WEALTH MANAGEMENT, INC. believes in full transparency and has no disclosures to report. The company has a clean record with no legal or regulatory actions against them, ensuring their clients can trust their services.