Flat Fee Only Investment Advisor
Portfolio Architect provides flat fee only investment advisor services. We never take commissions, trips, perks or other “spiffs” from any Wall Street investment or insurance company to sell you investment and insurance “stuff”.
We believe strongly that removing all conflicts of interest starts with our compensation model. Our primary goals in doing this are:
- Completely Independent Investment Advice – We are paid only by our clients, as such we’re not beholden to other firms
- Truly Unbiased Investment Advice - Since our clients pay us directly, we’re free to provide truly unbiased investment advisor services
- No Hidden Agendas or Sales Quotas - We’re free to provide investment advice in our clients best interest, without the pressure of sales quotas or hidden agendas
- Full disclosure – Since our clients know what they’re paying in black and white, they decide the true value of our investment services
The full service financial advisor model is broken in most respects. Investors want clear, concise and truly independent advice. We feel the ONLY way to accomplish this is by fully disclosing our fees up front, in writing, and never accepting hidden fees and expenses, perks or other sales benefits such as commissions. Accepting any form of compensation other than fully disclosed fees leads to conflicts of interest and bad investment planning advice.