Three Arch Wealth provides customized wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, endowments, foundations, and retirement plans. Three Arch Wealth creates investment portfolios primarily consisting of model portfolios using mutual funds and exchange-traded funds, but may also use individual stocks and bonds. They also offer retirement plan advisory services to plan sponsors.
Assets Under Management$500M
Clients228
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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