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Andrew Isaac Hart

2 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
73 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Archer retains the discretion to negotiate alternative fees on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Tallassee, AL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew operates Hart Financial Solutions LLC, doing business as Succentrix Business Advisors, providing accounting, tax, and payroll services.

Employment History
Current Registrations
Archer Investment Corporation
September 2023 - Present · 2 yrs 5 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.