Arch Global Advisors offers customized investment solutions through personal contact and interaction, providing investment management and financial planning services. Arch Global Advisors works with clients to identify their investment goals, risk tolerance, and financial situation to create a tailored investment strategy. The firm uses internal management, unaffiliated money managers, or investment platforms. Arch Global Advisors also provides financial planning services, including retirement planning, education savings, and estate planning.
Assets Under Management$140M
Clients244
Advisors8
Avg. per Client$590K
Avg. per Advisor$18M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
In certain instances Client’s will incur a Portfolio Fee in addition to their investment advisory fee as agreed upon in the Client agreement. Portfolio fee is 0.15%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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