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FEES

Simple. Transparent. Aligned with You.

According to industry research, a 45-year-old who partners with a financial advisor could grow their net worth by 92% to 113% more than someone managing their finances independently. Additionally, studies report a 3-4x return on every $1 spent working with an advisor.*

*SmartAsset, The Value of a Financial Advisor: What's It Really Worth?, smartasset.com

Assets Under Management ($)
Annual Rate (%)
Up to $500,000
0.90%
Next $500,000
0.75%
Next $1,000,000
0.60%
Next $2,000,000
0.45%
Next $2,000,000
0.30%
Next $4,000,000
0.25%
$10,000,000 and over
0.20%

Advisory Fee Structure

At Three Arch Wealth Management, we believe in full transparency and fair pricing. That’s why we keep our fee model simple and client-aligned — meaning we do better when you do better. That’s the way it should be.

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Our fee schedule operates on an asset-based sliding scale, so the percentage you pay decreases as your portfolio grows — rewarding long-term growth and higher levels of entrusted assets. We typically work with clients with $500k+ in investable assets.

Want to See How It Applies to You?

We’re happy to provide a personalized estimate of your advisory fee. Just contact us here to start the conversation.

*Kitces Research, How Financial Planners Actually Do Financial Planning, The Kitces Report, Vol. 2, 2024. kitces.com

Portfolio Size
Industry Median Blended Fee*
Three Arch Blended Fee
Savings with Three Arch
$500,000
1.00%
0.90%
10%
$1,000,000
1.00%
0.83%
18%
$2,000,000
1.00%
0.71%
29%
$5,000,000
0.85%
0.53%
38%
$10,000,000
0.75%
0.39%
48%

How Do We Compare to the Industry?

Fee-Only & Fiduciary

We are a fee-only, fiduciary firm, meaning:

• We have a legal obligation to act in your best interest
• No commissions
• No kickbacks
• No product pushing
• No conflicts of interest

More Than Investment Management

Fees include comprehensive financial guidance—not just portfolio oversight. We provide all of the following:

• Evidence-Based Investment Management
• Personalized Financial Planning
• Proactive Tax Strategy and Optimization
• Retirement and Estate Solutions
• Client Education and Behavioral Discipline
• Fiduciary Partner Focused Solely on Your Financial Well-Being

We’re not just investment managers, we’re your personal CFO. Partnering with us allows you to focus on what matters most: your family, your business, your life — while we focus on your investments and financial future.

Fee-Only & Fiduciary

We are a fee-only, fiduciary firm, meaning:

  • We have a legal obligation to act in your best interest

  • No commissions

  • No kickbacks

  • No product pushing

  • No conflicts of interest

PLAN WISELY

By thinking ahead, we can incorporate a number of strategies to best align your finances with your life's priorities.

  • Goal setting

  • Preparing a financial plan

  • Tax strategies

  • Social security optimization

  • Retirement account Advice 

  • Roth conversions

  • Insurance solutions

  • Withdrawal & deposit guidance

  • Saving for College

  • Medicare Counsel

PLAN WISELY

By thinking ahead, we can incorporate a number of strategies to best align your finances with your life's priorities.

  • Goal setting

  • Preparing a financial plan

  • Tax strategies

  • Social security optimization

  • Retirement account Advice 

  • Roth conversions

  • Insurance solutions

  • Withdrawal & deposit guidance

  • Saving for College

  • Medicare Counsel

More Than Investment Management

Fees include comprehensive financial guidance—not just portfolio oversight. We provide all of the following:

  • Evidence-Based Investment Management

  • Personalized Financial Planning

  • Proactive Tax Strategy and Optimization

  • Retirement and Estate Solutions

  • Client Education and Behavioral Discipline

  • Fiduciary Partner Focused Solely on Your Financial Well-Being

INVEST STRATEGICALLY

Leveraging decades of data and Nobel Prize-winning research, we construct and manage portfolios with a focus on optimizing risk and return.

  • Portfolio construction

  • Global asset allocation

  • Risk management

  • Strategies for stock options or concentrated positions

  • Tax-efficient asset location

  • Behavioral coaching

  • Tax-loss harvesting

  • Rebalancing

  • Values-based investing

  • Consolidated reporting & asset tracking

INVEST STRATEGICALLY

Leveraging decades of data and Nobel Prize-winning research, we construct and manage portfolios with a focus on optimizing risk and return.

  • Portfolio construction

  • Global asset allocation

  • Risk management

  • Strategies for stock options or concentrated positions

  • Tax-efficient asset location

  • Behavioral coaching

  • Tax-loss harvesting

  • Rebalancing

  • Values-based investing

  • Consolidated reporting & asset tracking

Fee-Only & Fiduciary

We are a fee-only, fiduciary firm, meaning:

PLAN WISELY

By thinking ahead, we can incorporate a number of strategies to best align your finances with your life's priorities.

  • Goal setting

  • Preparing a financial plan

  • Tax strategies

  • Social security optimization

  • Retirement account Advice 

  • Roth conversions

  • Insurance solutions

  • Withdrawal & deposit guidance

  • Saving for College

  • Medicare Counsel

PLAN WISELY

By thinking ahead, we can incorporate a number of strategies to best align your finances with your life's priorities.

  • Goal setting

  • Preparing a financial plan

  • Tax strategies

  • Social security optimization

  • Retirement account Advice 

  • Roth conversions

  • Insurance solutions

  • Withdrawal & deposit guidance

  • Saving for College

  • Medicare Counsel

  • We have a legal obligation to act in your best interest

  • No commissions

  • No kickbacks

  • No product pushing

  • No conflicts of interest

More Than Investment Management

Fees include comprehensive financial guidance—not just portfolio oversight. We provide all of the following:

INVEST STRATEGICALLY

Leveraging decades of data and Nobel Prize-winning research, we construct and manage portfolios with a focus on optimizing risk and return.

  • Portfolio construction

  • Global asset allocation

  • Risk management

  • Strategies for stock options or concentrated positions

  • Tax-efficient asset location

  • Behavioral coaching

  • Tax-loss harvesting

  • Rebalancing

  • Values-based investing

  • Consolidated reporting & asset tracking

INVEST STRATEGICALLY

Leveraging decades of data and Nobel Prize-winning research, we construct and manage portfolios with a focus on optimizing risk and return.

  • Portfolio construction

  • Global asset allocation

  • Risk management

  • Strategies for stock options or concentrated positions

  • Tax-efficient asset location

  • Behavioral coaching

  • Tax-loss harvesting

  • Rebalancing

  • Values-based investing

  • Consolidated reporting & asset tracking

  • Evidence-Based Investment Management

  • Personalized Financial Planning

  • Proactive Tax Strategy and Optimization

  • Retirement and Estate Solutions

  • Client Education and Behavioral Discipline

  • Fiduciary Partner Focused Solely on Your Financial Well-Being

Plan wisely.  Invest strategically.  Build prosperity.

Plan wisely.  Invest strategically.  Build prosperity.

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