Archvest Wealth Advisors is a registered investment advisor based in Concord, California, offering investment management, financial planning, consulting, coaching, and family office services to individuals and families. The firm manages investment portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and independent managers. Archvest tailors its services to each client's specific financial situation, risk tolerance, and goals. In addition to traditional wealth management, Archvest provides specialized family office services including bill pay and private investment due diligence for ultra-high-net-worth clients, as well as an affiliated private investment fund.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $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 for accounts over $10,000,000 are negotiable. The firm generally enforces a $10,000 minimum annual fee.
