Archvest Wealth Advisors Inc

Item 5. Fees and Compensation
  Archvest offers services on a fee basis, which may include hourly fees, as well as fees based upon
  assets under management or advisement.

  Financial Planning, Coaching and Consulting Fees

  Archvest generally charges an hourly fee for providing financial planning, coaching, and consulting
  services under a stand-alone engagement. These fees are negotiable, but generally are provided for $550
  per hour. If the client engages the Firm for additional investment advisory services, Archvest may offset
  all or a portion of its fees for those services based upon the amount paid for the financial planning

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 Disclosure Brochure                                                  Archvest Wealth Advisors, Inc.

  and/or consulting services.
  In certain circumstances, clients may contract for a separate financial planning fee where appropriate. The
  annual fee will be $2,000.

  The terms and conditions of the financial planning and/or consulting engagement are set forth in the
  Advisory Agreement and Archvest generally requires one-half of the fee (estimated hourly or fixed)
  payable upon execution of the Advisory Agreement. The outstanding balance is generally due upon
  delivery of the financial plan or completion of the agreed upon services.

  Investment Management Fees

  Archvest offers investment management services for an annual fee based on the amount of assets under
  the Firm’s management. This management fee generally varies in accordance with the following fee
  schedule:
                                          Annual Advisory Fee Schedule
                                From                To                Rate
                                $               -   $     1,000,000   1.00%
                                $       1,000,001   $     2,000,000   0.90%
                                $       2,000,001   $     3,000,000   0.80%
                                $       3,000,001   $     4,000,000   0.70%
                                $       4,000,001   $     5,000,000   0.60%
                                $       5,000,001   $    10,000,000   0.50%
                                $      10,000,001                     negotiable

   The annual fee is prorated and charged quarterly, in arrears, based upon the market value of the assets
   being managed by Archvest on the last day of the previous billing period. Clients are advised that lower
   fees for comparable services may be available from other sources.

  After the initial period of an engagement, the fee is calculated on a pro rata basis. In the event
  the Advisory Agreement is terminated, the fee for the final billing period is prorated through the
  effective date of the termination and the outstanding or unearned portion of the fee is charged or
  refunded to the client, as appropriate.

  Flourish Cash
  Archvest receives an admin/service annual fee of 0.10% of the value of the Client’s Flourish Cash account
  if a Client participates in the cash management program from Floruish. This fee is deducted from the
  Client’s overall APY. This account is separate from Archvest’s advisory fees. We may waive this fee at
  our discretion, but if not waived, the fee is non negotiable.

  Fee Discretion

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 Disclosure Brochure                                                  Archvest Wealth Advisors, Inc.

  Archvest may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as
  anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
  managed, related accounts, account composition, pre-existing/legacy client relationship, account retention
  and pro bono activities.

  Additionally, for asset management services the Firm provides with respect to certain client holdings
  (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Archvest may negotiate
  a fee rate that differs from the range set forth above.

  Additional Fees and Expenses

  In addition to the advisory fees paid to Archvest, clients may also incur certain charges imposed by other
  third parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
  (collectively “Financial Institutions”). These additional charges may include securities brokerage
  commissions, transaction fees, custodial fees, fees attributable to alternative assets, reporting charges, fees
  charged by the Independent Managers, margin costs, charges imposed directly by a mutual fund or ETF
  in a client’s account, as disclosed in the fund’s prospectus (e.g., fund management fees and other
  fund expenses), deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic
  fund fees, and other fees and taxes on brokerage accounts and securities transactions.

  Fees for Family Office Services

  For our Bill Pay services, clients will pay us a monthly fee starting at $6,000 per month. We may, at our
  discretion, charge an initial on-boarding fee for the coordination and organization of the services. This fee
  is assessed on an hourly basis at a rate of $550 per hour. These fees are payable in arrears. Clients will
  receive an invoice for these services and may pay by check or credit card.

  Due Diligence services are assessed an hourly fee at a rate of $550 per hour, charged in arrears. Clients
  will receive an invoice for these services and may pay by cash or credit card.

  In the event the Advisory Agreement is terminated, the fee for the final billing period is prorated
  through the effective date of the termination and the outstanding or unearned portion of the fee is
  charged or refunded to the client, as appropriate
  Direct Fee Debit

  Clients generally provide Archvest with the authority to directly debit their accounts for payment of the
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Item 7. Types of Clients
  Archvest offers services to individuals, investment companies, pension and profit sharing plans, trusts,
  estates, charitable organizations, corporations and business entities and a private fund.

  Minimum Account Fee

  As a condition for starting and maintaining an investment management and/or advisory relationship,
  Archvest generally imposes a minimum annual fee of $10,000. This minimum fee may cause clients with
  smaller portfolios to incur an effective fee rate that is higher than the Firm’s stated fee schedule. Archvest
  may, in its sole discretion, elect to waive its minimum fee based upon certain criteria, including
  anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
  managed, related accounts, account composition, pre-existing client, account retention, and pro bono
  activities.

  Minimum Asset Size

  Our Family Office Services are recommended for clients who have a net worth of $20,000,000 or more.

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 Disclosure Brochure                                               Archvest Wealth Advisors, Inc.