The Archer Consulting Group (ACG) provides personalized investment advice, including investment management and financial planning. ACG uses a scientific approach and acts as a legal fiduciary, putting client interests first. ACG also offers retirement plan consulting services to plan sponsors and participants.
Assets Under Management$160M
Clients100
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
ACG offers investment management services under a bundled fee program, where brokerage commissions and transaction costs are included in the asset-based fee. Please refer to Appendix 1 of Part 2A: ACG Wrap Fee Program Brochure for more information.
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