How do I know if I’m a good fit?
We do our best work with:
Professionals who have accumulated investment and retirement assets of $500,000 or more. These assets can be in brokerage, IRA, 401(k), 403(b), options accounts, and more.
How does Archer Investment make money?
We charge a small percentage of the assets we manage for you. The fee varies depending on the size of your portfolio. Typically these range from .5%-1%.
How is Archer Investment different from other firms?
There are three important things that separate our firm from others.
- We only take on a limited number of clients. This means you’ll always get remarkable service and extremely personalized recommendations for your finances.
- We are a 100% fully digital firm. We operate paper-free and we pay thousands of dollars per year to use industry-leading technology. The world-class technology we use helps us minimize your taxes, trade costs, and maintain your custom Riskalyze (™) risk target.
- We are a fiduciary. Fiduciary is a fancy word that has a simple (and important!) meaning… we don’t get paid to steer you into buying overpriced investment products you don’t want or need.
How do I get started working with Archer Investment?
The first step is for us to have a quick 45-minute call and determine if our expertise matches your needs.
