Thomas Faulconer
Thomas Faulconer is a CFP-designated registered investment advisor at Archer Investment Corporation, based in Carmel, IN, with 24 years of industry experience. Thomas 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $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
Location
11711 N. College Ave, Suite 200, Carmel, IN, 46032
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Thomas is a shareholder, secretary, and attorney for Voldico Agent Funding, spending minimal time providing advisory/legal services. He also owns Transitions Financial LLC and is an advisory board member for Voldico Insurance LLC, dedicating minimal time to that role, and spends about 10-20% of his time as an attorney and consultant preparing estate planning and business documents.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Family Financial Advisors, LLC
Fbl Marketing Services, LLCBroker
Pruco Securities CorporationBroker
State Registrations1 state
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