Archway Wealth Management provides comprehensive financial planning, consulting, and investment management services for individuals, families, trusts, estates, and business entities. The firm creates personalized financial strategies covering retirement, taxes, estate planning, insurance, and asset allocation. Archway Wealth Management builds diversified portfolios primarily using mutual funds, exchange-traded funds, and independent money managers. The firm tailors its services to each client's specific risk tolerance, time horizon, and financial goals, offering both discretionary and non-discretionary portfolio management.
Assets Under Management$350M
Clients200
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range between 0.25% and 2.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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