Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Archer retains the discretion to negotiate alternative fees on a client-by-client basis and may waive fees for investments in the Archer Series Trust. Archer reserves the right to reduce its account minimum and charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.
Fee Estimator
Archer charges an annual fee based on the market value of your assets (see table). For example, a $600,000 portfolio would cost $4,875 per year. Archer generally requires a minimum account size of $25,000, but this may be reduced at their discretion. Some 401k plans may be billed monthly or a flat fee. The fees do not include brokerage commissions or custodial fees. Archer representatives are compensated by Archer Investment Corporation for the majority of the fees paid by the client.
Areas of Practice
Advisor Information
Office location
11711 N. College Ave, Suite 200, Carmel, IN, 46032
Get directionsRegulatory History (1)
Regulatory
March 1995Other Business ActivitiesSells Insurance
Carolyn owns Lambert Bookkeeping & Financial Services, providing tax preparation, accounting, and consulting services, dedicating about half of her time to it. She also serves as Treasurer/Comptroller for the Claiborne County Historical & Genealogical Society and works as an insurance agent for Jackson National, spending a few hours per week on insurance sales.