Tamara Williams is a CFP-designated registered investment advisor at Archer Investment Corporation, based in Grayson, KY, with 28 years of industry experience. Tamara 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
Grayson, KY
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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
Tamara is the owner and sole proprietor of a tax preparation and accounting business since 2004. She spends nearly full-time on monthly write-ups, payroll processing, and tax return preparation.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
Hd Vest Investment ServicesBroker
Unified Financial Securities, INC.Broker
H.D. Vest Investment ServicesBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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