Archstone Wealth Advisors provides wealth management planning, investment management, and educational seminars. Wealth management includes financial planning, tax preparation, and investment management for a fixed annual fee. Project planning is also available for specific financial issues. Investment management is provided through the wealth management planning agreement. Archstone may recommend independent investment managers.
Assets Under Management$12M
Clients22
Advisors1
Avg. per Client$550K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management
Investment management is only offered as part of the Wealth Management Planning Agreement. The annual fee for this agreement is based on your net worth and the complexity of your financial situation. The fee is paid quarterly, in advance. Investment management is provided on a discretionary basis.
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