Archstone Capital Advisors provides discretionary portfolio management services. They work with clients to determine their investment objectives, risk tolerance, and liquidity needs to develop a tailored investment strategy. Archstone Capital monitors portfolio performance and rebalances as needed. They advise on equity securities, options, futures, money market funds, REITs, ETFs, and digital assets.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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