Financial Architects, LLC offers financial planning, investment portfolio management, and general consulting services. Financial planning covers areas like estate planning, risk management, retirement, and education funding. Investment management implements a plan developed with the client. General consulting is offered on a project basis.
Assets Under Management$200M
Clients100
Advisors3
Avg. per Client$2M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Minimum asset level of $2,000,000 generally required for portfolio management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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