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Financial Planning for TECH Executives

Think of Archer Investment Management as the quarterback of your financial team as we help coordinate your investments, employee benefits, insurance, taxes, and estate planning. As a fiduciary registered investment advisor, our sole aim is to make sure your financial life is in good health. Check out our Case Studies for three examples of clients we have helped. 

We offer our services to clients with at least $500,000 to invest and this may even include 401(k)s, 403(b)s, and stock options plans.  You may need some of it or you may need all of it. Let’s talk. We’ll target the things you want to focus on.


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Comprehensive Financial Planning

Custom planning and advice tailored to your needs — available for clients with at least $500,000 under AIM's management.

Maximizing your complex executive benefits - Sample StockOpter report
Preparing for retirement
Investment selection and portfolio review
Insurance analysis
Estate planning guidance
College savings goals and strategies
Personalized client portal


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Investment Management

Our complete investment solution — available for clients with more than $500,000 under AIM's management

Comprehensive financial planning (see above; no hourly fees)
Custom investment portfolio
Personalized client portal
Detailed risk analysis
Access to DFA mutual funds when appropriate
Socially responsible investments available


ANNUAL Fee

Total Portfolio ValueAnnual Fee %
$500k - $1 million1.25% 
Next $1 million1.00%
Next $3 million0.75%
Over $5 million0.50%