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.
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.
Must act in your best interest. Transparent fees. No conflicts of interest. We get paid the same regardless of what we recommend.
Can recommend products that pay them higher commissions. Hidden fees and revenue sharing. Conflicts of interest are disclosed but permitted.
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.
A 30-minute conversation to understand your goals, review your current fees, and determine if we're a good fit. No obligation.
We build a portfolio using low-cost index funds matched to your risk tolerance and retirement timeline. Evidence-based. No guesswork.
Rebalancing, tax-loss harvesting, and retirement planning — all at 0.40%. A fraction of the industry average with no hidden costs.
What "fiduciary" actually means, how to verify your advisor's status, and the 5 questions to ask before hiring anyone.
Free 30-minute consultation. No obligation. No sales pitch.
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