Lillian Swenson is a registered investment advisor at Wealth Architects, LLC, based in Mountain View, CA, with 2 years of industry experience. Lillian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 430 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Subadvisory fees range from 0.25%-0.35% per year of the assets under management; this is separate and distinct from Wealth Architects’ advisory fee.
Fee Estimator
Location
800 West El Camino Real, Suite 201, Mountain View, CA, 94040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealth Architects, LLC
Previous Registrations
Corient
State Registrations1 state
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