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
3 Boulder Ave, Old Greenwich, CT, 06870
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
David works as a CPA for Alfano & Co. since 1991, providing CPA services. This is a full-time commitment.