AK
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Amin Allauddin Kotadia

21 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
73 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Archer retains the discretion to negotiate alternative fees on a client-by-client basis.

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

1625 Precinct Line Road Ste #200, Hurst, TX, 76054

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History

Regulatory History
Clean regulatory record

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

Amin is an independent insurance agent and manager at Amin Kotadia Consultancy LLC since 2004, dedicating about a quarter of his time. He is also the president, tax preparer, and CEO of Amin Kotadia CPA, PC, a tax preparation and accounting firm, dedicating nearly full-time hours.

Employment History
Current Registrations
Archer Investment Corporation
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
H.D. Vest Advisory Services, INC
January 2005 - November 2017 · 12 yrs 10 mos
Hd Vest Investment ServicesBroker
October 2004 - November 2017 · 13 yrs 1 mo
Nylife Securities INC.Broker
October 2003 - October 2004 · 1 yr
H.D. Vest Investment ServicesBroker
January 2003 - September 2003 · 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Amin Allauddin Kotadia - Financial Advisor | TrueAdvisor