Wealth Architects, LLC
Assets Under Management
$2.0B
Number of Clients
430
Number of Advisors
16
Average Client AUM
$4.7M
AUM per Advisor
$127.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Architects offers tailored wealth management, planning, and consulting services. They gather client information to determine suitable investment advice and design individualized investment plans based on financial condition, goals, risk tolerance, and other factors. Wealth planning services are offered on an hourly or fixed fee basis.
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
Location
800 West El Camino Real, Suite 201, Mountain View, CA, 94040
