Archambo Financial Advisors offers investment management based on individual client needs and financial planning services. The firm creates and manages portfolios based on a client's investment policy, considering their objectives, time horizon, risk tolerance, and liquidity needs. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. Implementation of the financial plan is at the client's discretion.
Assets Under Management$160M
Clients221
Advisors3
Avg. per Client$710K
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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