Archvest Wealth Advisors provides financial planning, investment management, and family office services. Financial planning includes business, cash flow, trust, estate, insurance, retirement, tax, and charitable planning. Investment management is offered on a discretionary and non-discretionary basis, primarily using mutual funds, exchange-traded funds, individual securities, and independent investment managers. Family office services include bill pay and due diligence on private investments.
Assets Under Management$330M
Clients331
Advisors5
Avg. per Client$1M
Avg. per Advisor$66M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. Archvest receives an admin/service annual fee of 0.10% of the value of the Client’s Flourish Cash account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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