Archford Capital Strategies offers investment advice to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. Archford provides customized investment solutions, continuous client contact, and discretionary or non-discretionary investment management. They also offer financial planning services, including retirement planning, education savings, and insurance needs analysis. Archford may refer clients to independent managers.
Fee Structure
Archford Capital Strategies charges an annual investment advisory fee based on the value of your portfolio, up to 2.00%. This fee is paid quarterly, in advance. The exact fee depends on the complexity of services, the amount you invest, and your overall relationship with Archford. There is a $2,000 minimum annual fee, but this may be negotiable.
For the Market Participation Structured Product (MPSP), the fee is up to 0.25% of the average daily balance, paid quarterly. For Legacy IRA accounts, the fee is up to 0.71% annually.