ArchPoint Investors provides investment management and wealth advisory services to families of significant wealth. They work with clients to establish investment goals and tailor recommendations based on their needs. ArchPoint uses both traditional investments like stocks and bonds, and alternative investments like hedge funds and private funds. They review client portfolios at least quarterly and make adjustments as needed.
Fee Structure
ArchPoint Investors charges a percentage of the assets they manage. The exact fee depends on the services provided, the amount invested, the level of communication requested, and consulting support for client-initiated investment opportunities. As a general guide, the fee starts at 1% of the total assets managed, with adjustments based on the factors mentioned above. Additional fees may apply for services like accounting and financial statement generation.