Arch Financial Planning (AFP) manages investment portfolios and provides financial planning services. Planning covers business, cash flow, college savings, employee benefits, estate, financial goals, insurance, investments, retirement, risk management, and tax strategies. AFP tailors services to individual client needs and goals. They also offer seminars and speaking engagements.
Assets Under Management$7M
Clients15
Advisors1
Avg. per Client$470K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Clients engaging AFP for both Investment Management and Ongoing Financial Planning services who have at least $1,000,000 in assets under management with AFP will only pay the asset-based fee. This is negotiable solely at AFP’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...