Arch Global Advisors is a registered investment advisor that provides customized investment management and financial planning services for individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Arch Global Advisors works closely with clients to understand their financial goals, risk tolerance, and overall situation before building personalized investment strategies using exchange-traded funds, individual stocks, mutual funds, and independent managers when appropriate. In addition to managing portfolios, Arch Global Advisors provides financial planning that covers retirement, savings, insurance needs, and charitable strategies, along with estate planning services through a third-party provider. Arch Global Advisors acts as a fiduciary, meaning the registered investment advisor is legally required to act in your best interest. Arch Global Advisors manages assets on a discretionary basis, meaning they make day-to-day investment decisions for your account without asking you first.
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% |
Clients also incur an additional 0.15% portfolio fee. Fees are negotiable at the sole discretion of Arch Global Advisors.