Arch City Financial

Fee-Only (% of Portfolio)Fixed/Hourly

Arch City Financial (ACF) manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, and estate planning. ACF can also assist clients in selecting third-party managers for portfolio management. Comprehensive financial planning is offered for a fixed monthly fee.

Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M0.90%
$5M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Arch City Financial | TrueAdvisor