Amin Kotadia is a registered investment advisor at Archer Investment Corporation, based in Hurst, TX, with 21 years of industry experience. Amin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.
Fee Estimator
Location
1625 Precinct Line Road Ste #200, Hurst, TX, 76054
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amin is an independent insurance agent and manager at Amin Kotadia Consultancy LLC since 2004, dedicating about a quarter of his time. He is also the president, tax preparer, and CEO of Amin Kotadia CPA, PC, a tax preparation and accounting firm, dedicating nearly full-time hours.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Nylife Securities INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.