CS
CFP

Cheyney Rhea Stephens

3 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
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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Other Business Activities

Cheyney is the owner and operator of Uly and Company, LLC, a home-based rental property management business, since August 2024. Cheyney spends minimal time collecting rent and performing property maintenance.

Employment History
Current Registrations
Archer Investment Management
February 2025 - Present · 11 mos
Previous Registrations
Dimensional Fund Advisors LP
August 2022 - September 2024 · 2 yrs 1 mo
Dfa Securities LLCBroker
May 2022 - September 2024 · 2 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Cheyney Rhea Stephens - Financial Advisor | AdvisorDiscover