Fiduciary Architects provides investment management and financial planning services to individuals and high net worth individuals. Investment advice is tailored to clients' needs and objectives. Financial planning services include comprehensive financial planning, estate planning, business planning, and educational planning. Fiduciary Architects may recommend sub-advisors to manage a portion of client assets.
Fee Structure
Fiduciary Architects charges a percentage of the value of your portfolio, ranging from 1% to 2% per year. The exact fee is specified in your agreement. A minimum asset level of $250,000 is typically required, but this may be waived at the firm's discretion. If a sub-advisor is used, their fees will be charged directly to you, ranging from 0.05% to 1.50%, but the combined fees will not exceed 2%.