Skyler Kressin is a registered investment advisor at Archer Wealth Advisors, based in Coeur D'Alene, ID, with 1 years of industry experience. Skyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 133 clients with $80M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.88% |
Fees are negotiable and may be waived or discounted for associates and their family members. If a sub-adviser is used, the combined asset-based fee will not exceed 2.00%.
Fee Estimator
Location
418 E Lakeside Ave, Suite 6, Coeur D'Alene, ID, 83814
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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
Skyler is the CEO and CPA at Archer Strategic Advisors, PLLC, providing accounting services since 2021. This activity takes up about half their time each month.
Employment History
Current Registrations
Archer Wealth Advisors
State Registrations4 states
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