Robert Willsey
Robert Willsey is a registered investment advisor at Archer Investment Corporation, based in Indianapolis, IN, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M 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 - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.
Fee Estimator
Location
4040 S Meridian, Indianapolis, IN, 46217
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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 ActivitiesSells Insurance
Robert sells life, property, and casualty insurance with various companies. He is also a seasonal tax preparer.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
Bison Creek Advisors
Austin Financial Strategies, INC.
Creative Financial Designs, INC.
PNC Investments
Natcity Investments, INC.
Spc
Creative Financial Designs, INC.
Charles Schwab & CO., INC.
Investment Advisors
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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.