Argosy Wealth Management
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About this Advisor
Michael Karon is a certified financial planner working out of Los Angeles, California, who has been in the financial industry for 16 years. Karon currently works for Argosy Wealth Management. Over the course of their career, Karon has held roles at Moran, Kimura & Heising LLC, Scinovate Research Company LLC, Financial Network, Cetera Advisor Networks LLC, Argosy Wealth Management and Mutual Securities, Inc. Karon holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Argosy Wealth Management is a business that has its headquarters in Los Angeles, California. The company has a total of nine employees. It controls $184 million in total assets between its 427 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 427 customer accounts, just 14% belong to high-net-worth investors who have at least $1 million in assets. Argosy Wealth Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on which services the firm provides the client. However, fees billed by Argosy Wealth Management can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Argosy Wealth Management Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Karon Work History
Michael has 16 years of experience.
Mutual Securities, Inc
Argosy Wealth Management
Cetera Advisor Networks LLC
Moran, Kimura & Heising LLC
Scinovate Research Company LLC
Michael Karon has no disclosures.
Please visit their SEC profile for more details.