CFA · CFP · ChFC
CFA · CFP · ChFC
Areas of Practice
Business OwnersCharitable GivingEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
92 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$167.0M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
David Hultstrom
Location
302 Creekstone Ridge, Woodstock, GA, 30188
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
Financial Architects, LLC
December 2005 - Present · 20 yrs 3 mos
Previous Registrations
Financial Architects, LLC
January 2002 - December 2004 · 2 yrs 11 mos
State Registrations2 states
GATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
Contact
David Hultstrom