Raeann Forester
Raeann Forester is a registered investment advisor at Archer Investment Corporation, based in Carmel, IN, with 31 years of industry experience. Raeann 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 (1)
Regulatory
February 1988Other Business Activities
Raeann is involved in several outside business activities, including serving as a partner at Kerbow & Associates CPAs, a tax preparation and accounting service, which takes about a quarter of her time. She also holds various director/officer positions in local organizations and manages a rental property.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
PFS Investments INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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.