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. Their firm serves 5,640 clients with $900M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1052 Oak Forest Drive #230, Onalaska, WI, 54650
Get directionsHistory
Regulatory History (1)
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Financial
December 2018Final
Employment History
Current Registrations
Archer Investment Corporation
December 2025 - Present · 9 mos
State Registrations1 state
WI
Advisor
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
No exam information available for this advisor.