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My Advice Architect® Solutions

Searching for active portfolio management? We can help with that.

Tech-Driven and Service-Centric: Personalized Portfolio Management

The My Advice Architect® models are designed for the investor who seeks active management of his or her investment portfolio. Minimum initial investments start around $25,000+.

Keep scrolling to learn more about the key characteristics of each program in this proprietary series.



View Brochure (PDF)


Minimum Investment: Starts at $25,000

Program Characteristics:

  • Combine models into one custodial account
  • 300 separate account managers, 700+ strategies
  • Over 100 strategists offering 1,000+ mutual fund and ETF portfolios


View Brochure (PDF)


Minimum Investment: Starts at $100,000

Program Characteristics:

  • Hands-on, tailored advisor management
  • Expanded investment access (CMOs, CDs, annuities)
  • Check-writing and debit card capabilities

Commission vs. Fee-based Accounts

Read a breakdown of what differentiates one type of fee model from another. Access a comparisons chart in convenient PDF format on the Fee Models page, and learn more about your account options.

Go to Fee Models Page

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Everyone needs a bit of support. Let's discuss how our fiduciary services can help to shape your game plan for what's next.