Wealth Architects, led by Wendy Jankoski, focuses on actively managing investment portfolios for individuals, families, and nonprofit organizations. They primarily manage portfolios on a discretionary basis, making investment decisions for clients based on their individual needs and goals.
Assets Under Management$58M
Clients88
Advisors1
Avg. per Client$660K
Avg. per Advisor$58M
Fee Structure
Investment management only (planning not offered)
Wealth Architects charges a percentage of the value of your investments each year.
For standard equity or balanced portfolios, the fees are:
- 1.5% on the first $500,000
- 1.0% on the next $1,000,000
- 0.75% on the next $1,000,000
For standard fixed income portfolios, the fees are:
- 1.0% on the first $500,000
- 0.75% on the next $500,000
- 0.50% on the balance
Fees may be different for non-standard portfolios or portfolios over $2.5 million (equity/balanced) or $2 million (fixed income).
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