Gary Cohen is a CFP-designated registered investment advisor at Archer Pointe Wealth Management, LLC, based in Davis, CA, with 15 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 104 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Archer Pointe Wealth Management charges an ongoing annual retainer fee for investment management services, which is mutually agreed upon at the start and paid quarterly in advance.
- The minimum annual retainer fee for investment management is $3,500.
- While there is no strict account minimum, Archer Pointe notes that investment management may not be well-suited for accounts with less than $200,000 due to the minimum retainer fee.
- Fees are based on factors such as the complexity of your situation, the number of accounts, the amount of assets, and allocation complexity.
Location
231 D Street, Suite D, Davis, CA, 95616
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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 →Employment History
Current Registrations
Archer Pointe Wealth Management, LLC
Previous Registrations
Libra Wealth LLC
Chamberlain Financial Planning & Wealth Management
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.
Exams
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