Argi + Sachets

Product Information

This merger further enhances Cerity Partners’ national footprint and workplace financial planning offering for companies. ARGI Investment Services charges annual asset-based fees for its investment advice. These fees vary, depending on the investment program and asset level. Here is the tiered schedule for the firm's Asset Management Program II: ARGI Asset Management Program Fee Schedule

ARGI Investment Services hasa clean legal and regulatory record according to its SEC-filed Form ADV. Opening an Account With ARGI Invesment Services All information was accurate as of the writing of this article. Tips for Finding the Right Financial Advisor Here's the estimated dollar amount you'd pay in advisory fees based on the size of your account: *Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount. Founded in 2009, Cerity Partners is a growing leader in providing wealth and investment management services to individuals, families, businesses, and non-profit organizations. As a Barron's-ranked Top 100 RIA Firm, Cerity Partners is also among the nation's fastest-growing wealth management firms. Cerity Partners CEO Kurt Miscinski sees the merger with ARGI as an accelerant to the firm's growth in working with companies. "We are excited to welcome our colleagues from ARGI Financial," said Cerity Partners CEO and President Kurt Miscinski. "Their breadth and depth of talent will accelerate our firm's growth and development." ARGI Investment Services works with non-high-net-worth and high-net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans, pooled investment vehicles and charitable organizations. However, individuals make up the vast majority of its client base.First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. Choosing a financial advisorto work with can be tough to do on your own. Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.