Joel Archer
Joel Archer is a registered investment advisor at Centaurus Financial, INC., based in Sacramento, CA, with 22 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
3301 Watt Ave, Suite 300, Sacramento, CA, 95821
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2016Criminal
August 1990Other Business Activities
Joel is an officer/director at Strategic Renewal International, dedicating a few hours per week as a board member. Joel is also the 100% owner of Archer Financial Services LLC and Archer Financial Services, both DBAs used for marketing purposes, taking about a quarter of his time each.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Summit Brokerage Services, INC.Broker
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations2 states
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.