Financial & Tax Architects (FTA) offers investment management and financial planning services to individuals and high-net worth clients, particularly those nearing or in retirement. FTA creates investment strategies based on client data and one-on-one interviews, focusing on investment objectives, risk tolerance, and time horizon. FTA also provides financial planning and consulting services to help clients understand their financial situation and set objectives. FTA's services may include retirement planning, Social Security maximization, and insurance reviews. FTA also offers sub-advisory services to other registered investment advisory firms.
Assets Under Management$510M
Clients1,574
Advisors37
Avg. per Client$320K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
37 Advisors at this firm
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