| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Archer retains the discretion to negotiate alternative fees on a client-by-client basis.
11711 N. College Ave, Suite 200, Carmel, IN, 46032
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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 →Daryn is the owner of Forward Financial LLC, preparing tax returns since November 2023. This activity requires a few hours per week.