TrueAdvisor
TrueAdvisor
DA
CFP
DA
CFP

Daniel Etheridge Archer

Act Wealth Management, LLC
23 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Act Wealth Management, LLC
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
247 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$460.9M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5.0M - $10.0M0.40%
$10M+0.25%

Fees are negotiable.

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

Location

One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX, 75013

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Act Wealth Management, LLC
December 2010 - Present · 15 yrs 2 mos
Previous Registrations
American Securities Group, INC.
September 2006 - November 2006 · 2 mos
True North Advisors, LLC
August 2006 - December 2010 · 4 yrs 4 mos
Retirement Advisors of America
December 2004 - July 2006 · 1 yr 7 mos
UBS Financial Services INC.
January 2002 - December 2004 · 2 yrs 11 mos
State Registrations2 states
NMTX
Advisor
Exams
No exam information available for this advisor.