RK
RK

Rhonda Kuhn

38 Years of Experience
Miami, FL
Sells Insurance

Rhonda Kuhn is a registered investment advisor at Archer Investment Corporation, based in Miami, FL, with 38 years of industry experience. Rhonda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

15715 S Dixie Highway Suite 231, Miami, FL, 33157

Get directions

History

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Rhonda works as a marketing/sales manager and sales associate for Automated Financial Planning, dedicating a few hours per week. She also works full-time in tax preparation/accounting for Automated Accounting for Small Busi. Additionally, Rhonda is an independent insurance agent for Automated Fin'l. Plnng., Inc., spending about 10-20% of her time in insurance sales.

Employment History
Current Registrations
Archer Investment Corporation
June 2022 - Present · 3 yrs 11 mos
Automated Financial Planning, INC.
October 1989 - Present · 36 yrs 7 mos
Previous Registrations
Avantax Investment Services, INC.Broker
November 1987 - April 2022 · 34 yrs 5 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Rhonda Kuhn - Financial Advisor | TrueAdvisor