Argent Wealth, LLC

Argent Wealth, LLC is a financial advisor firm established in 2020, based in Ridgeland, MS. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. As a fiduciary, Argent Wealth, LLC is committed to acting in the best interest of its clients. The firm offers services such as Asset Management, Comprehensive Portfolio Management, Separately Managed Account Services, and Retirement Plan Consulting. For Asset Management and Comprehensive Portfolio Management services, the firm charges annual fees not exceeding 1.5%, billed monthly or quarterly based on account value. There is no minimum account balance for Asset Management, while a general minimum of $250,000 is required for Comprehensive Portfolio Management, subject to negotiation. The firm does not offer direct invoicing and bills on a cash basis. Clients have investment discretion, allowing the firm to execute transactions based on client objectives and risk tolerance. Argent Wealth, LLC recommends the use of Schwab as a custodian and broker, providing access to a wide range of investment products and services. The firm does not receive client brokerage commissions or soft dollar benefits. The brochure also details the firm's investment strategies, methods of analysis, risk factors, and client referral policies. Argent Wealth, LLC does not provide financial information in the brochure as it does not have custody of client funds or securities and has no financial conditions impairing its obligations.