Assets Under Management
$157.2M
Number of Clients
221
Number of Advisors
3
Average Client AUM
$711K
AUM per Advisor
$52.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Archambo Financial Advisors offers investment supervisory services, managing client funds based on individual needs and goals. They also provide financial planning services, creating detailed plans to help clients achieve their financial objectives, covering various areas like tax, investments, insurance, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
310 South Osage, Bartlesville, OK, 74003