Fiduciary Wealth Management.
No Commissions.
No Products to Push.
ArcVest is an independent registered investment adviser, or RIA, helping families and institutions build disciplined, low-cost portfolios designed to reduce unnecessary fees, taxes, complexity, and conflicts.
As fiduciaries, we are required to put our clients’ interests first. We use broadly diversified index funds and ETFs, paired with thoughtful planning, tax awareness, and ongoing guidance.
Evidence-based investing
Modern tools
401(k), IRA, Roth IRA, Trusts, Brokerage
Risk tailored portfolios
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ArcVest
Low Fees, High Impact:
Just 0.40% on assets up to $4M (0.25% above $4M). No commissions, no hidden fees—ever.
Fiduciary Standard:
We’re legally bound to put your interests first, unlike brokers who follow a mere “suitability” standard.
Proven Philosophy:
Low-cost index funds deliver market returns at a fraction of the cost. Studies show active management often transfers wealth from clients to Wall Street.
