Financial Architects, LLC
Assets Under Management
$167.0M
Number of Clients
92
Number of Advisors
3
Avg. Portfolio per Client
$1.8M
Avg. Managed per Advisor
$55.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Financial Architects (FA) offers financial planning, investment management, and general consulting. FA works with clients to understand their financial situation and goals, then develops a financial outline and investment plan. FA manages investment portfolios on a discretionary basis, meaning they can make trades without asking you first. FA may also provide general consulting services on a project basis.
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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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
302 Creekstone Ridge, Woodstock, GA, 30188
