Bill Casarez is a registered investment advisor at Archer Investment Corporation, based in San Diego, CA, with 30 years of industry experience. Bill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,335 clients with $1B 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 - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Archer reserves the right to waive advisory fees for investments in the Archer Series Trust, including federal retirement plan rules accounts.
Fee Estimator
Location
San Diego, CA
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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 Activities
Bill is a CPA and sole proprietor of a tax preparation/accounting business since 2007, dedicating a few hours per week. He also works as a tax preparer for Mann & Associates APC, CPA's, dedicating about 10-20% of his time, with hours varying seasonally up to full-time during tax season.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Genworth Financial Securities CorporationBroker
Quest Capital Strategies, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Baraban 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.
Exams
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