Arca Archa provides ongoing portfolio management and financial planning services tailored to each client's individual goals, risk tolerance, and time horizon. Arca Archa builds customized investment strategies utilizing various securities such as stocks, exchange-traded funds, and mutual funds to help diversify portfolios. In addition to managing investments, Arca Archa offers comprehensive financial planning covering areas such as retirement, taxes, college savings, and debt management. Arca Archa serves individuals, high-net-worth individuals, and business entities, with no minimum account size required.
Assets Under Management$11M
Clients42
Advisors1
Avg. per Client$260K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $100K | 0.90% |
| $100K - $250K | 0.80% |
| $250K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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