Archer Gillespie
Archer Gillespie is a registered investment advisor at Gillespie Wealth Management INC, based in Naples, FL, with 19 years of industry experience. Archer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 8 clients with $48M 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 $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable based upon the size of the client’s account(s).
Fee Estimator
Location
Naples, 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
Archer is an independent insurance agent, licensed in life and health since 2005, spending minimal time on insurance sales. Archer is also a licensed real estate agent since 2020, but is not actively engaged in real estate.
Employment History
Current Registrations
Gillespie Wealth Management INC
Previous Registrations
MML Investors Services, LLC
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.