Archer Investment Management

Assets Under Management

$308.9M

Number of Clients

242

Number of Advisors

4

Average Client AUM

$1.3M

AUM per Advisor

$77.2M

Compensation

Fee-Only (AUM)

About This Firm

Archer Investment Management, LLC is a fee-only RIA that acts as a fiduciary. They provide customized investment solutions based on each client's goals and risk tolerance. They aim to bring institutional-level sophistication to individuals and nonprofits, focusing on a disciplined investment process.

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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Location

TX, United States

4 Advisors at this firm