Family Wealth Architects LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Family Wealth Architects LLC refers investment advisory clients to Anchor Capital Advisors LLC. FWA receives a referral fee from Anchor based on a percentage of the assets managed by Anchor. FWA does not provide ongoing investment advisory services or monitor Anchor's performance.
Fee Structure
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
Location
MA, United States