CO
Firm Information
Compensation
N/A
Number of Advisors
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Investment management only
FWA does not directly charge fees for advisory services. Instead, FWA receives a referral fee from Anchor Capital Advisors LLC, which is 50% of the fees paid to Anchor by referred clients. Anchor's fees are: 1% on the first $3 million, 0.75% on the next $2 million, 0.65% on the next $5 million, and 0.50% on additional assets. These fees are paid quarterly in advance.
Areas of Practice
Investment Management
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Advisor Information
Office location
Weston, MA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Family Wealth Architects LLC
October 2004 - Present · 21 yrs 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.