Archford Capital Strategies provides customized investment advisory solutions, including investment management, financial planning, and retirement plan consulting for individuals, high net worth individuals, trusts, estates, and businesses. Archford builds long-term portfolios using independent managers, mutual funds, exchange-traded funds, individual securities, real estate investment trusts, and options. The firm works to understand each client's goals, risk tolerance, and financial situation to create a tailored strategy. In addition to core investment management, Archford offers specialized options strategies, structured products, and charitable giving programs such as charitable IRAs. Financial planning is offered as part of ongoing relationships or standalone engagements, covering retirement, education savings, and insurance needs. Archford acts as a registered investment advisor with the Securities and Exchange Commission.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually based on complexity, asset levels, and overall relationship. Subject to a $2,000 minimum annual fee.