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 $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
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
Advisor Information
Office location
800 West El Camino Real, Suite 201, Mountain View, CA, 94040
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Christopher John MissirlianRegulatory 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
Wealth Architects, LLC
Previous Registrations
Parkworth Wealth Management, INC.
State Registrations1 state
Exams