Marti Bott is a CFP-designated registered investment advisor at Archer Investment Management, based in Hayden, ID, with 8 years of industry experience. Marti 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 2 more. Their firm serves 254 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
254 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$370.8M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Fees generally range from 0.15% to 1.00% annually, depending on the size and complexity of the account. Fees are negotiable.

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

Hayden, ID

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Archer Investment Management
April 2024 - Present · 2 yrs
Previous Registrations
Ameriprise Financial Services, LLCBroker
July 2023 - April 2024 · 9 mos
Ameriprise Financial Services, INC.Broker
November 2013 - March 2016 · 2 yrs 4 mos
Ameriprise Financial Services, INC.
February 2013 - March 2016 · 3 yrs 1 mo
Strasbaugh Financial Advisory, INC.
July 2010 - January 2013 · 2 yrs 6 mos
State Registrations1 state
ID
Advisor

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.

Exams
No exam information available for this advisor.