Archvest Wealth Advisors, INC.
Assets Under Management
$330.0M
Number of Clients
331
Number of Advisors
5
Average Client AUM
$997K
AUM per Advisor
$66.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Archvest provides financial planning and consulting, investment management (discretionary and non-discretionary), and family office services to various clients. They allocate assets among mutual funds, ETFs, individual securities, and independent managers. They also offer retirement plan services and advise on affiliated private funds.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Archvest charges fees for financial planning ($550/hour or $2,000 annually) and investment management based on AUM (see table). They also receive 0.10% of the value of Flourish Cash accounts. Family Office Services range from $5,000 to $8,000 per month, with a possible $550/hour on-boarding fee. There is a minimum annual fee of $9,600 for investment management and advisory relationships. AUM fees are negotiable for accounts over $10,000,001.
Areas of Practice
Location
1390 Willow Pass Rd., #930, Concord, CA, 94520
