Archer Investment Corporation, established in 2005 and based in Carmel, Indiana, provides investment management services to individuals, investment companies, trusts, and pension plans. The registered investment advisor operates primarily through an independent contractor model with various branch offices. Archer offers both comprehensive and limited-scope investment management services, tailoring portfolios to factors such as cash flow, risk control, diversification, and tax concerns. Portfolio managers select from asset classes including equities, fixed income, mutual funds, and options. In addition to separately managed accounts, Archer manages proprietary funds under The Archer Investment Series Trust. The firm is led by Troy Patton, who also owns an affiliated CPA firm and business valuation practice.
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.