Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
331 clients
Average Client Portfolio
$997K average
Assets Under Management
$330.0M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. The fee percentage from the previous tier is used as the starting point for negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$9,600
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Contact
John Robert Wenzel
Location
1390 Willow Pass Rd., #930, Concord, CA, 94520
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Archvest Wealth Advisors, INC.
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Grossman Financial Management
March 2020 - December 2021 · 1 yr 9 mos
Watermark Asset Management, INC.
March 2008 - September 2014 · 6 yrs 6 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Contact
John Robert Wenzel