Archer Row Advisory offers investment management services, creating tailored portfolios primarily using stocks, ETFs, and mutual funds. They focus on long-term investing, aiming to identify mis-pricings in the market. For no additional charge, Archer Row Advisory makes itself available to answer questions related to financial planning. Archer Row Advisory does not prepare budgets or financial plans for clients for a fee.
Assets Under Management$39M
Clients14
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Accounts with less than $250,000 in assets under management may be accepted on an exception basis; for these accounts, there is a minimum quarterly fee of $500. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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