MT
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Michael Tannenbaum

12 Years of Experience
Altamonte Springs, FL
2 Disclosures

Michael Tannenbaum is a registered investment advisor at Archer Investment Corporation, based in Altamonte Springs, FL, with 12 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

660 Maitland Ave, Altamonte Springs, FL, 32701

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History

Regulatory History (2)
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Criminal
May 1990
Final Disposition
Criminal
March 1987
Final Disposition
Other Business Activities

Michael is an owner and managing member of Frutchey Tannenbaum, LLC, a CPA firm, since 2011. This activity is not investment-related and takes about half of Michael's time.

Employment History
Current Registrations
Archer Investment Corporation
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Archer Investment Corporation
October 2012 - November 2015 · 3 yrs 1 mo
State Registrations1 state
FL
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.