MG
CFA · CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
430 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$2.0B
Fee Structure
Minimum Investment:$1M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Minimum annual wealth management fee of $10,000. Fees can be waived or adjusted at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
Financial Plan Fee:$2,500 - $20,000
Hourly Rate:$150 - $500/hr
Wealth management fees are based on a percentage of assets under management, ranging from 0.30% to 0.85% annually, charged quarterly in advance. There is a $10,000 minimum annual fee. Wealth planning and consulting fees range from $2,500 to $20,000 on a fixed fee basis or $150 to $500 hourly. Sub-advisory fees range from 0.25% - 0.35% per year of the assets under management.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingInvestment Management
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Advisor Information
Office location
800 West El Camino Real, Suite 201, Mountain View, CA, 94040
Get directionsRegulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2008Settled
Customer Dispute
March 2008Settled
Regulatory
September 2006Final
Employment History
Current Registrations
Wealth Architects, LLC
December 2009 - Present · 16 yrs 1 mo
Previous Registrations
Charles Schwab & Co., INC.
February 2006 - July 2009 · 3 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.