Emily Rassam is a CFP-designated registered investment advisor at Archer Investment Management, based in Austin, TX, with 18 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 254 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees generally range from 0.15% to 1.00% annually, depending on the size and complexity of the account. Fees are negotiable.
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Contact
Emily Rassam
Location
Austin, TX
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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 →Employment History
Current Registrations
Archer Investment Management
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Principal Securities, INC.Broker
Sage, Rutty & CO., INC.Broker
Metlife Securities INC.Broker
State Registrations2 states
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.
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