The Financial Architects Wealth Management (TFAWM) offers investment advice and financial planning to individuals, pension plans, trusts, estates, charitable organizations, corporations, and business entities. TFAWM may recommend third-party managers or Orion Portfolio Solutions to manage client assets. Financial planning covers retirement, succession, education, legacy, insurance, investment, budget, tax, major purchase, divorce, debt management, business exit, and cash flow analysis.
Assets Under Management$960K
Clients21
Advisors1
Avg. per Client$46K
Avg. per Advisor$960K
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...