Archie Gaither
Archie Gaither is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Indianapolis, IN, with 9 years of industry experience. Archie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
8332 Woodfield Crossing Blvd, Indianapolis, IN, 46240-2482
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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
Archie is the vice president of Arts For Lawrence until January 2023, and then a member at large for one year. Starting in 2024, Archie is the President of Arts For Lawrence, dedicating about 10-20% of his time to leading meetings and volunteering for events.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
J.P. Morgan Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations23 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.