|
⚲
|
| Keyboard |
| Arch Partners Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 123735 |
| SEC # | 801-135323 |
| CIK # | |
| AUM | 109.2 M (2026-01-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 706-850-8877 |
| Address | 3651 Mars Hill Rd Watkinsville, GA 30677 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (1/13/2026) [Brochure] |
|---|
Item 5 Fees and Compensation INVESTMENT SUPERVISORY SERVICES INDIVIDUAL PORTFOLIO MANAGEMENT FEES Our annual fees for Investment Supervisory Services are based upon a percentage of assets under management and generally range from 0.50% to 1.5%. Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter. Fees will be debited from the account in accordance with the client authorization in the Client Services Agreement. A minimum of $100,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances. Arch Partners Wealth Management, Inc. may group certain related client accounts for the purposes of achieving the minimum account size and determining the annualized fee. Established the aforementioned fee schedule(s), we retain the discretion to negotiate alternative fees on a client-by- client basis. Client facts, circumstances and needs are considered in determining the fee schedule. These include the complexity of the client, assets to be placed under management, anticipated future additional assets; related accounts; portfolio style, account composition, reports, among other factors. The specific annual fee schedule is identified in the contract between the adviser and each client. We may group certain related client accounts for the purposes of achieving the minimum account size requirements and determining the annualized fee. Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm. FINANCIAL PLANNING FEES Arch Partners Wealth Management, Inc 's Financial Planning fee is determined based on the nature of the services being provided and the complexity of each client’s circumstances. All fees are agreed upon prior to entering into a contract with any client. Our Financial Planning fees are calculated and charged on an hourly basis, $100 per hour. Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, we will provide an estimate for the total hours at the start of the advisory relationship. Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $250 to $1,000, depending on the specific arrangement reached with the client. We may request a retainer upon completion of our initial fact-finding session with the client; however, advance payment will never exceed $500 for work that will not be completed within six months. The balance is due upon completion of the plan. The client is billed quarterly in arrears based on actual hours accrued. GENERAL INFORMATION Termination of the Advisory Relationship: A client agreement may be canceled at any time, by either party, for any reason upon receipt of 30 days written notice. Upon termination of any account, any prepaid, unearned fees will be promptly refunded. Mutual Fund Fees: All fees paid to Arch Partners Wealth Management, Inc. for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds and/or ETFs to their shareholders. These fees and expenses are described in each fund's prospectus. These fees will generally include a management fee, other fund expenses, and a possible distribution fee. If the fund also imposes sales charges, a client may pay an initial or deferred sales charge. A client could invest in effects transactions for the client's account(s). Please refer to the "Brokerage Practices" section (Item12) of this Form ADV for additional information. a mutual fund directly, without our services. In that case, the client would not receive the services provided by our firm which are designed, among other things, to assist the client in determining which mutual fund or funds are most appropriate to each client's financial condition and objectives. Accordingly, the client should review both the fees charged by the funds and our fees to fully understand the total amount of fees to be paid by the client and to thereby evaluate the advisory services being provided. Wrap Fee Programs and Separately Managed Account Fees: Clients participating in separately managed account programs may be charged various program fees in addition to the advisory fee charged by our firm. Such fees may include the investment advisory fees of the independent advisers, which may be charged as part of a wrap fee arrangement. In a wrap fee arrangement, clients pay a single fee for advisory, brokerage and custodial services. Client’s portfolio transactions may be executed without commission charge in a wrap fee arrangement. In evaluating such an arrangement, the client should also consider that, depending upon the level of the wrap fee charged by the broker dealer, the amount of portfolio activity in the client’s account, and other factors, the wrap fee may or may not exceed the aggregate cost of such services if they were to be provided separately. We will review with clients any separate program fees that may be charged to clients. Additional Fees and Expenses: In addition to our advisory fees, clients are also responsible for the fees and expenses charged by custodians and imposed by broker dealers, including, but not limited to, any transaction charges imposed by a broker dealer with which an independent investment manager Grandfathering of Minimum Account Requirements: Pre-existing advisory clients are subject to Arch Partners Wealth Management, Inc.'s minimum account requirements and advisory fees in effect at the time the client entered into the advisory relationship. Therefore, our firm's minimum account requirements will differ among clients. ERISA Accounts: Arch Partners Wealth Management, Inc. is deemed to be a fiduciary to advisory clients that are ... |
| Account Minimums and Types of Clients — Form ADV Part 2A (1/13/2026) [Brochure] |
|---|
Item 7 Types of Clients Arch Partners Wealth Management, Inc. provides advisory services to the following types of clients: ● Individuals (other than high net worth individuals) ● High net worth individuals ● Pension and Profit Sharing Plans ● Corporations or other businesses As previously disclosed in Item 5, our firm has established certain initial minimum account requirements, based on the nature of the service(s) being provided. For a more detailed understanding of those requirements, please review the disclosures provided in each applicable service. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 67.6 |
| (b) Individuals (high net worth individuals) | 85 | 38.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 109.2 |
| By Discretionary | ||
| Discretionary | 568 | 109.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 568 | 109.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.2 | |
| Total | 568 | 109.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Quabbin Advisors LLC
✚
|
MA | 109.8 M |
|
International Management Advisors Ltd
✚
|
109.5 M | |
|
Alpha Financial Management Inc
✚
|
GA | 109.4 M |
|
Finish Well RIA LLC
✚
|
OH | 109.0 M |
|
Planning Solutions International LLC
✚
|
FL | 108.8 M |
|
Capital Endurance Group Inc
✚
|
GA | 108.8 M |
|
A J Perry & Company Inc
✚
|
MD | 108.8 M |
|
Five Mile River Investment Management LLC
✚
|
108.7 M | |
|
Rooted Financial Group LLC
✚
|
OR | 108.7 M |
|
Finances for Real Life
✚
|
CA | 108.6 M |