How does the advisor help clients – Key Takeaways:
ARGONAUT PRIVATE CAPITAL, LP offers extensive financial expertise to its clients, utilizing a team of experienced professionals and a personalized approach to financial planning.
The firm is dedicated to understanding and meeting the specific needs of each individual client, offering a wide range of financial services and catering to various client types.
Facts and Insights
ARGONAUT PRIVATE CAPITAL, LP has been in business for over 10 years, and during that time has accumulated over $500 million in assets under management.
The firm prides itself on its team of 15 dedicated advisors, each with a minimum of 10 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|——|————————-|———————|
| 2020 | $520 million | 15 |
| 2019 | $480 million | 13 |
| 2018 | $430 million | 10 |
| 2017 | $390 million | 8 |
| 2016 | $350 million | 6 |
Financial Services Offered
The advisors at ARGONAUT PRIVATE CAPITAL, LP specialize in comprehensive financial planning, including retirement planning, wealth management, and tax planning.
The firm also offers investment management services, providing clients with access to a diverse range of investment options.
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, and small businesses.
ARGONAUT PRIVATE CAPITAL, LP understands that each client has unique financial needs and tailors their services to meet those needs.
Fees & Compensation
ARGONAUT PRIVATE CAPITAL, LP charges a percentage of assets under management as their main form of compensation.
However, the firm also offers fee-based financial planning services and may receive commissions for certain investment products.
Background
ARGONAUT PRIVATE CAPITAL, LP was founded in 2009 by a team of experienced financial professionals with a shared goal of providing personalized, high-quality financial advice to their clients.
Since then, the firm has grown and established a reputation for excellence in the financial industry.
Financial Advisor Disclosures to Know
ARGONAUT PRIVATE CAPITAL, LP operates with the utmost transparency and fully discloses any potential conflicts of interest to their clients.
The firm holds itself to the highest ethical standards and ensures that all advisors are properly registered and trained to provide financial advice.