Asset Architects provides personalized financial planning and consulting. The firm also refers clients to third-party money managers. Financial planning services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Asset Architects also sells insurance as commissioned products.
Fee Structure
Asset Architects does not directly manage your investments. Instead, they recommend third-party money managers. The fees for these managers range from 0.6% to 2.6% annually, and Asset Architects receives 50-65% of that fee as a referral. The specific fee depends on the money manager chosen and the amount of your assets.