Archer Portfolio Management (APMI) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. APMI creates an investment plan for each client and selects a portfolio to match their specific situation. APMI primarily recommends exchange traded funds but may also use mutual funds, fixed income securities, equities, and non-U.S. securities to diversify portfolios. APMI requires authority to make trades without asking clients first.
Assets Under Management$220M
Clients1,083
AdvisorsN/A
Avg. per Client$200K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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