Archan Basu is a CFA-designated registered investment advisor at Altar Rock, based in Lexington, MA, with 11 years of industry experience. Archan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 21 clients with $140M 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 $5.0M | 1.00% |
| $5.0M - $30.0M | 0.75% |
| $30.0M - $150.0M | 0.50% |
| $150.0M - $500.0M | 0.35% |
| $500.0M - $1000.0M | 0.25% |
| $1000M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Location
Lexington, MA
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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
Archan is involved in several non-profit and advisory roles, including the Arts Advisory Council at Laxmi Mittal South Asia Institute, Harvard University, and board member of MIT South Asian Alumni Association. He also volunteers at various organizations such as the Museum of Fine Arts, Boston.
Employment History
Current Registrations
Altar Rock
Previous Registrations
Cresset Asset Management, LLC
Fidelity Distributors Company LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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