RA
CFA · CFP

Richard James Archer

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
242 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$308.9M

Fee Structure

Minimum Investment:$1M

AIM is compensated through a monthly investment management fee based on a percentage of the account's net asset value, generally ranging from 0.15% to 1.00% per year, depending on the size and complexity of the account. Fees are negotiable and can be waived at AIM's discretion. Certain legacy accounts are billed quarterly. A $1,000,000 account minimum is required for new clients, but AIM reserves the right to waive this minimum. They also offer a subscription model with a start-up fee and ongoing monthly fee, with actual fees disclosed at the beginning of the relationship and are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

Austin, TX

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Richard James Archer
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Archer Investment Management
March 2008 - Present · 17 yrs 10 mos
Previous Registrations
Alpha Capital Management
October 2005 - April 2008 · 2 yrs 6 mos
Waterstreet Investment Consultants, LLC
September 2004 - November 2004 · 2 mos
Citigroup Global Markets INC.
August 2003 - October 2004 · 1 yr 2 mos
State Registrations2 states
INTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

Areas Of Expertise

RA
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Richard James Archer