Brandon Archibald
Brandon Archibald is a registered investment advisor at The Ivy League Advisory Group, LLC, based in Tilton, NH, with 12 years of industry experience. Brandon 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, Insurance Planning, and 3 more. Their firm serves 194 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Ivy League Advisory Group offers investment management services where you retain final say on all trades. Fees are up to 1.5% of your portfolio annually, but this is negotiable. Fees are billed quarterly in advance.
When using the Orion Portfolio Solutions platform, total annual fees may not exceed 2.5% of your portfolio. This includes administration, account maintenance, and strategist fees.
For 529 plans, fees will not exceed 1.5% of assets and are billed quarterly in arrears.
They also use third-party money managers like Gradient Investments, LLC, where fees vary depending on the portfolio type:
- Strategic Portfolios: 2.00% annually (1.00% to Gradient Investments, 1.00% to The Ivy League Advisory Group)
- Tactical Portfolios: 1.80% annually (0.80% to Gradient Investments, 1.00% to The Ivy League Advisory Group) plus internal ETF fees of 0.20%
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to Gradient Investments, 1.00% to The Ivy League Advisory Group)
- Preservation Portfolios: 1.00% annually (0.40% to Gradient Investments, 0.60% to The Ivy League Advisory Group)
- Private Wealth Portfolios: 1.50% annually (0.50% to Gradient Investments, 1.00% to The Ivy League Advisory Group)
- Client Directed Accounts: Flat fee of $300 annually to Gradient Investments.
Location
322 W Main Street, Suite 216, Tilton, NH, 03276
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2014Other Business ActivitiesSells Insurance
Brandon engages in insurance and advisory sales and service under the DBA INVT REL since 2014. This takes about half of Brandon's time, including during trading hours.
Employment History
Current Registrations
The Ivy League Advisory Group, LLC
Previous Registrations
Gradient Advisors, LLC
Primerica Advisors
State Registrations3 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.