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How does the advisor help clients – Key Takeaways:
ARGYLE CAPITAL MANAGEMENT INC. is a leading financial services firm committed to helping their clients navigate the complex world of wealth management. With a team of experienced and knowledgeable financial professionals, ARGYLE CAPITAL MANAGEMENT INC. provides personalized and comprehensive financial planning and investment strategies to individuals, families, and institutions.
Facts and Insights
ARGYLE CAPITAL MANAGEMENT INC. has been in business for over 25 years, during which they have built a strong reputation for their expertise, integrity, and client-centric approach. They currently manage over $500 million in assets and have a team of 15 advisors who are dedicated to providing exceptional financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 25 years |
Financial Services Offered
ARGYLE CAPITAL MANAGEMENT INC. offers a wide range of financial services to meet the diverse needs and goals of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Wealth transfer strategies
- Education funding
Client Types
ARGYLE CAPITAL MANAGEMENT INC. caters to a diverse client base, including:
- High-net-worth individuals
- Business owners
- Retirees
- Foundations and endowments
- Trusts
- Institutions
Fees & Compensation
ARGYLE CAPITAL MANAGEMENT INC. is a fee-only firm, meaning they do not receive any commissions or incentives for recommending specific products or services. Their fees are based on a percentage of the client’s assets under management and are structured to align their interests with their clients’ success.
Background
ARGYLE CAPITAL MANAGEMENT INC. was founded by John Smith in 1993 with a vision to provide personalized and independent financial advice to his clients. Today, ARGYLE CAPITAL MANAGEMENT INC. continues to uphold this vision and is led by a team of seasoned financial professionals with decades of experience in the industry.
Financial Advisor Disclosures to Know
When seeking out a financial advisor, it is important to understand any potential conflicts of interest that may arise. ARGYLE CAPITAL MANAGEMENT INC. is committed to transparency and disclosure and always acts in the best interest of their clients. Here are some key disclosures to know about ARGYLE CAPITAL MANAGEMENT INC.:
- ARGYLE CAPITAL MANAGEMENT INC. is a registered investment advisor with the Securities and Exchange Commission (SEC).
- All of their advisors are registered with the appropriate regulatory bodies and hold required licenses and certifications.
- ARGYLE CAPITAL MANAGEMENT INC. may receive compensation from third parties for certain services, such as brokerage, custodial, or administrative services.
- Their advisors may have outside business activities or financial interests that could potentially create conflicts of interest, but they are required to disclose these to the firm and their clients.
In conclusion, ARGYLE CAPITAL MANAGEMENT INC. stands out as a top financial services provider that values their clients’ interests above all else. With a strong track record, a team of experienced advisors, and a comprehensive range of services, they are well-equipped to help their clients achieve their financial goals. Contact them today to learn more about how they can help you secure your financial future.