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Cheryl Ann Schwartz

28 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
73 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Archer retains the discretion to negotiate alternative fees on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

150 Easy Shopping Place, Suite B, Elkhart, IN, 46516

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cheryl is involved with Hess & Schwartz, LLC, providing tax preparation and accounting services since 2004. This activity involves nearly full-time commitment.

Employment History
Current Registrations
Archer Investment Corporation
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Hd Vest Investment ServicesBroker
September 1997 - September 2017 · 20 yrs
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.