| 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.
San Diego, CA
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Learn about disclosures →Bill is a CPA and sole proprietor of a tax preparation/accounting business since 2007, dedicating a few hours per week. He also works as a tax preparer for Mann & Associates APC, CPA's, dedicating about 10-20% of his time, with hours varying seasonally up to full-time during tax season.