Archambo Financial Advisors provides continuous portfolio management and financial planning services to individuals and high-net-worth clients. The firm develops personalized investment strategies based on each client's specific goals, risk tolerance, time horizon, and liquidity needs, managing accounts with the authority to make trades on the client's behalf. In addition to investment management, Archambo Financial Advisors offers comprehensive financial planning covering personal records, tax and cash flow analysis, investments, insurance, retirement, death and disability, and estate planning. The firm emphasizes a personalized approach, gathering detailed information through in-depth interviews and documentation reviews to construct customized written financial plans and investment policies. Archambo Financial Advisors also maintains affiliations that allow certain representatives to offer brokerage services and tax preparation through separate entities, creating potential conflicts of interest that the firm mitigates through disclosure and adherence to acting in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable based on client complexity, assets under management, anticipated future assets, related accounts, and portfolio style. A minimum annual fee of $500 may apply.