DA
CFP
DA
CFP
Daniel Archer is a CFP-designated registered investment advisor at Act Wealth Management, LLC, based in Allen, TX, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 264 clients with $570M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
264 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$568.8M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable. Financial planning is included in the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
One Bethany East, 900 West Bethany Drive, Suite 150, Allen, TX, 75013
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2003Settled
Employment History
Current Registrations
Act Wealth Management, LLC
December 2010 - Present · 15 yrs 10 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
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
No exam information available for this advisor.
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