Allan Jaster
Allan Jaster is a registered investment advisor at The Archer Consulting Group, LLC, based in New Braunfels, TX, with 18 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Special Needs Planning. Their firm serves 100 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACG offers investment management services under a bundled fee program, where brokerage commissions and transaction costs are included in the asset-based fee. Please refer to Appendix 1 of Part 2A: ACG Wrap Fee Program Brochure for more information.
Location
New Braunfels, TX
Get directionsHistory
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
Allan has been a Colonel in the United States Marine Corps since 1997. This activity is not investment related.
Employment History
Current Registrations
The Archer Consulting Group, LLC
Previous Registrations
Jaster-Husbands Wealth Management, LLC
Banc of America Investment Services, INC.
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.