Financial & Tax Architects, LLC provides ongoing portfolio management and financial planning services primarily for individuals and high-net-worth clients who are nearing retirement or are already retired. The firm builds customized investment portfolios using proprietary strategies across various risk levels and rebalances them regularly. In addition to investment management, Financial & Tax Architects offers retirement planning, Social Security optimization, and educational workshops. Clients can also access estate planning software assistance and coordinate tax planning through an affiliated accounting firm. The firm operates with discretionary authority, meaning it makes trades on behalf of clients without needing prior approval for each individual transaction.
Fee Structure
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.