Archer Pointe Wealth Management provides financial planning and investment services to individuals, couples, families, high net worth individuals, trusts, estates, and retirement plans. As a fee-only firm, Archer Pointe does not sell financial products on commission. Services include financial planning, investment management, wealth management (ongoing planning and investment management), retirement plan fiduciary services, and hourly advice.
Fee Structure
Archer Pointe offers investment management as part of its Wealth Management service, which includes ongoing financial planning, or as a standalone service. The fee is a flat annual retainer, determined by the complexity of your situation, the number of accounts, the amount of assets, and the expected time required. There is a minimum annual retainer fee of $3,500 for Investment Management and $7,500 for Wealth Management, at the firm's discretion.