Archer Wealth Advisors provides financial planning advice on topics like cash flow, college funding, retirement, and estate planning. They also offer ongoing investment management services. The firm works with individuals, high net worth individuals, and small businesses. They may recommend sub-advisers to manage client portfolios.
Assets Under Management$80M
Clients133
Advisors3
Avg. per Client$600K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.88% |
Fees are negotiable and may be waived or discounted for associates and their family members. If a sub-adviser is used, the combined asset-based fee will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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