Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10,000,000.
Fee Estimator
Archvest charges an hourly fee of $550 for financial planning, coaching, and consulting. Alternatively, clients may contract for a separate annual financial planning fee of $2,000. Investment management fees are based on AUM (see table). There is a minimum annual fee of $9,600, which may cause clients with smaller portfolios to incur a higher effective fee rate. Flourish Cash accounts incur an annual admin/service fee of 0.10%. Bill Pay services range from $5,000 to $8,000 per month, with a possible initial onboarding fee at $550/hour. Due Diligence services are assessed at $550 per hour.
Areas of Practice
Advisor Information
Office location
1390 Willow Pass Rd., #930, Concord, CA, 94520
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John Robert WenzelRegulatory History
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
Archvest Wealth Advisors, INC.
Previous Registrations
Grossman Financial Management
Watermark Asset Management, INC.
State Registrations2 states
Exams