Argent Wealth

The firm favors separately managed accounts over pooled vehicles, a choice driven by the ability to harvest tax losses and manage capital-gains distributions for post-liquidity clients. The equity sleeve targets US large-cap names with qualified dividend treatment, avoiding high-turnover strategies that generate short-term capital gains. This tax-aware tilt distinguishes Argent's approach from the ETF-centric models common among national RIAs of comparable size.

Argent operates as a fee-only registered investment advisor, billing clients an asset-based fee rather than commissions or product-based compensation. This model aligns with the fiduciary standard and eliminates the conflict of recommending higher-commission products, though specific fee schedules — bracket thresholds and blended rates — are not publicly disclosed.