Darrel Shinn
Darrel Shinn is a registered investment advisor at Archer Investment Corporation, based in Bradenton, FL, with 26 years of industry experience. Darrel 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
Bradenton, FL
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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 ActivitiesSells Insurance
Darrel is the president of SSB Tax Professionals Inc., spending nearly full-time on tax preparation, accounting, and related services. He is also involved with two Kiwanis Club organizations, serving as a board member/chair for the first and vice president for the second, dedicating a few hours per week to each.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
C. J. M. Planning CORP.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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
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