Financial Architects is an investment advisory firm based in Woodstock, Georgia, offering portfolio management, financial planning, and general consulting services. Founded in 2005, the firm focuses on a long-term, academic investment approach grounded in market efficiency and factor-based strategies, primarily utilizing index funds, exchange-traded funds, and mutual funds. Financial Architects typically requires clients to complete a comprehensive financial plan before initiating ongoing portfolio management. The firm serves individuals, trusts, estates, and charitable organizations, emphasizing tailored investment plans and regular reviews.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Portfolio management fees are payable quarterly in arrears. The firm generally requires a minimum asset level of $2,000,000, which is subject to reduction at the firm's discretion.
