Richard Archer is a CFA, CFP-designated registered investment advisor at Archer Investment Management, based in Austin, TX, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 254 clients with $370M in assets under management.
Compensation
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Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees generally range from 0.15% to 1.00% annually, depending on the size and complexity of the account. Fees are negotiable.
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Contact
Richard Archer
Location
Austin, TX
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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 →Employment History
Current Registrations
Archer Investment Management
Previous Registrations
Alpha Capital Management
Waterstreet Investment Consultants, LLC
Citigroup Global Markets INC.
State Registrations2 states
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.
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