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Amin Kotadia

Archer Investment Corporation
22 Years of Experience
Hurst, TX
Sells Insurance
View SEC Summary
View SEC Summary

Amin Kotadia is a registered investment advisor at Archer Investment Corporation, based in Hurst, TX, with 22 years of industry experience. Amin 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.

Archer Investment Corporation
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
4,335 clients
Average Client Portfolio
$234K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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.

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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 · 7 yrs 5 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

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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