| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Archer retains the discretion to negotiate alternative fees on a client-by-client basis.
Scottsdale, AZ
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Carl prepares business and individual tax returns as President of Bosch Financial Services, dedicating about half his time to this activity. He also buys and sells collectibles and assists with ticket and merchandise buying for Sun Devil Apparel Company, spending minimal time on each.