Wealth Architects offers tailored wealth management services based on individual client circumstances and investment objectives. They also provide wealth planning and consulting services covering financial goals, asset allocation, retirement planning, tax planning, and estate plan reviews. Clients can choose to implement recommendations themselves or engage Wealth Architects for wealth management. Wealth Architects collaborates with third-party service providers, but does not receive referral fees.
Assets Under Management$2B
Clients430
Advisors16
Avg. per Client$4.7M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Subadvisory fees range from 0.25%-0.35% per year of the assets under management; this is separate and distinct from Wealth Architects’ advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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