Fiduciary Wealth Management

Your Advisor Should Be
Legally Required to Put
You First. We Are.

ArcVest is a registered fiduciary. No commissions. No proprietary products. Just low-cost, evidence-based portfolio management at 0.40% — a fraction of what most advisors charge.

The Difference

Fiduciary vs. Broker:
Why It Matters

Most financial advisors are brokers held to a "suitability" standard — they only need to recommend something that's suitable, not the best option for you. A fiduciary is legally bound to act in your best interest. That's not a marketing claim. It's law.

✓ Fiduciary (ArcVest)

Must act in your best interest. Transparent fees. No conflicts of interest. We get paid the same regardless of what we recommend.

✗ Broker / Suitability Standard

Can recommend products that pay them higher commissions. Hidden fees and revenue sharing. Conflicts of interest are disclosed but permitted.

✗ "Fee-Based" Advisor (Hybrid)

Sounds like "fee-only" but isn't. Can still earn commissions on insurance and annuity products sold to you. The most misleading label in finance.

How It Works

Three Steps to Lower Fees and Better Advice

1

Free Consultation

A 30-minute conversation to understand your goals, review your current fees, and determine if we're a good fit. No obligation.

2

Custom Plan

We build a portfolio using low-cost index funds matched to your risk tolerance and retirement timeline. Evidence-based. No guesswork.

3

Ongoing Management

Rebalancing, tax-loss harvesting, and retirement planning — all at 0.40%. A fraction of the industry average with no hidden costs.

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Not Ready to Talk? Download Our Fiduciary Guide.

What "fiduciary" actually means, how to verify your advisor's status, and the 5 questions to ask before hiring anyone.

0.40%
Advisory Fee
50+
Years Combined
$0
Commissions
100%
Fiduciary

Ready to See What a Real
Fiduciary Looks Like?

Free 30-minute consultation. No obligation. No sales pitch.

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