Archford Capital Strategies, LLC
Assets Under Management
$1.3B
Number of Clients
819
Number of Advisors
13
Average Client AUM
$1.6M
AUM per Advisor
$98.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Archford Capital Strategies provides customized investment advisory solutions through continuous client contact, offering discretionary or non-discretionary investment management and consulting. They allocate client assets among various independent investment managers, mutual funds, ETFs, individual securities, REITs, and options. Financial planning services are also available, either as part of investment management or through a separate agreement.
Fee Structure
Investment advisory fees range up to 2.00% annually based on assets under management, complexity of services, and the overall relationship. All clients are subject to a $2,000 minimum annual fee, which may be negotiable. Fees are paid quarterly, in advance. Financial planning is offered for an annual fee up to $60,000, which may be offset if the client engages for investment management services. Fees for advising on held away assets, such as a 401(k), may be offered as a fixed fee, separate from the investment advisory fee.
Areas of Practice
Location
13 Wolf Creek, Suite 2, Swansea, IL, 62226