Carl Davis is a registered investment advisor at Archer Investment Corporation, based in Hendersonville, TN, with 9 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,335 clients with $1B 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Archer reserves the right to waive advisory fees for investments in the Archer Series Trust, including federal retirement plan rules accounts.
Fee Estimator
Location
131 Maple Row Blvd, Ste A100, Hendersonville, TN, 37075
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
Carl is the Vice President of First Pay Inc, a payroll company, since 2013. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Archer Investment Corporation
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
More Advisors
- Andrew Felder, ChFCState Farm Investment Management CORP.
- Spencer Ader, CFPKey Capital Management, INC.
- Hannah Herman, CFPKey Capital Management, INC.
- Mark Scherba, ChFCPackerland Brokerage Services, INC.
- Todd Johnson, CFPEdward Jones
- Bryson Mccarley, ChFCState Farm Investment Management CORP.