Archetype Advisors is a financial advisory firm that aims to create personalized client experiences. Archetype uses a consultative approach to understand client goals and objectives. Archetype provides comprehensive financial planning, investment management, and wealth management services. Archetype primarily uses low-cost exchange-traded funds (ETFs) to manage client investments.
Assets Under Management$200M
Clients248
Advisors3
Avg. per Client$790K
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$6,000
Archetype Advisors manages investments through a wrap fee program. The annual fee is up to 2% of your portfolio, which includes financial planning, brokerage commissions, transaction fees, and other related costs.
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