| 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.
11711 N. College Ave, Suite 200, Carmel, IN, 46032
Get directionsCarolyn 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.