Archambo Financial Advisors, INC.
Assets Under Management
$157.2M
Number of Clients
221
Number of Advisors
3
Average Client AUM
$711K
AUM per Advisor
$52.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Archambo Financial Advisors offers investment supervisory services (individual portfolio management) and financial planning. Investment advice is tailored to individual client needs and goals. Financial planning covers personal, tax, investments, insurance, retirement, death & disability, and estate planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
A minimum fee of $500 per year may be imposed.
Fee Estimator
Investment management fees are based on a percentage of assets under management, ranging from 0.60% to 1.00% annually. A minimum annual fee of $500 may be imposed. Financial planning fees are charged hourly, ranging from $175 to $200 per hour. An estimate for the total hours will be provided at the start of the advisory relationship.
Areas of Practice
Location
310 South Osage, Bartlesville, OK, 74003