Archer Investment Management

Fee-Only (% of Portfolio)

Archer Investment Management (AIM) is a fee-only registered investment advisor that manages investment portfolios and provides financial planning services. AIM creates customized investment strategies based on each client's specific circumstances and goals. AIM's services include investment management, financial planning, estate planning, retirement planning, education funding, and small business retirement plans. AIM also offers a subscription model which includes everything except investment selection and management.

Assets Under Management$370M
Clients254
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$93M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Fees generally range from 0.15% to 1.00% annually, depending on the size and complexity of the account. Fees are negotiable.

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Your Portfolio Value
$500K
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Location

4 Advisors at this firm

Archer Investment Management | TrueAdvisor