Financial & Tax Architects, LLC
Assets Under Management
$443.0M
Number of Clients
1,061
Number of Advisors
25
Average Client AUM
$418K
AUM per Advisor
$17.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Financial & Tax Architects, LLC (FTA) offers discretionary investment advisory services to individual and high-net-worth clients, focusing on those nearing or in retirement. FTA also provides sub-advisory services to other registered investment advisory firms. Financial planning and consulting services are typically complimentary to investment advisory services, but may incur a fee for 401(k) guidance.
Fee Structure
FTA charges an annual fee, up to 1.95%, for discretionary asset management services, calculated monthly in arrears based on the value of assets under management. Sub-advisory asset management fees are .75%. Financial consulting services are typically free, but 401(k) guidance may cost $499. The fees do not include transaction fees, brokerage fees, custodial fees, or the management fees charged by mutual fund companies or ETF sponsors. FTA does not have a minimum account size requirement.
Areas of Practice
Location
12412 Powerscourt Drive, Suite 25, St. Louis, MO, 63131