WealthArch Investment Services offers financial planning as a one-time service or on an ongoing basis. They also manage investment portfolios, basing them on a fundamental approach to investing. Clients have the option to manage their own investments using WealthArch's subscription service, which provides periodic email research updates. WealthArch's services are tailored to each client, and clients can impose reasonable restrictions on investments.
Fee Structure
WealthArch Investment Services' wealth management fee is the greater of 1.00% of your portfolio or $5,000 annually, calculated and billed quarterly. For balances above $2 million, a credit back of 0.30% will be provided quarterly. The fee is negotiable. There is also a one-time consulting fee of $500 to go over your initial asset allocation, followed by a $300 quarterly fee for ongoing portfolio monitoring.