Wealth Architects, LLC
Assets Under Management
$2.0B
Number of Clients
430
Number of Advisors
16
Average Client AUM
$4.7M
AUM per Advisor
$127.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Architects offers tailored wealth management services based on individual client circumstances and objectives. They also provide wealth planning and consulting services on an hourly or fixed-fee basis, covering various financial areas. The firm collaborates with third-party service providers through "Your Board of Advisors" without receiving referral fees.
Fee Structure
Minimum Investment:$1M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable Giving
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Location
800 West El Camino Real, Suite 201, Mountain View, CA, 94040
