Sheri Murak is a PFS-designated registered investment advisor at Archer Investment Corporation, based in Onalaska, WI. Sheri 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
1052 Oak Forest Drive #230, Onalaska, WI, 54650
Get directionsHistory
Regulatory History (1)
Financial
December 2018Employment 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
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