Archvest Wealth Advisors, INC.
Assets Under Management
$330.0M
Number of Clients
331
Number of Advisors
5
Average Client AUM
$997K
AUM per Advisor
$66.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Archvest provides financial planning and consulting, investment management (discretionary and non-discretionary), and family office services. They manage assets using mutual funds, ETFs, individual securities, and independent managers. The firm tailors services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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. The fee percentage from the previous tier is used as the starting point for negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$9,600
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInvestment ManagementHigh Net Worth
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Location
1390 Willow Pass Rd., #930, Concord, CA, 94520
