TrueAdvisor
TrueAdvisor
MB
CFP
MB
CFP

Marti Ailene Bott

Archer Investment Management
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
Archer Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
242 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$308.9M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Location

Hayden, ID

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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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Employment History
Current Registrations
Archer Investment Management
April 2024 - Present · 1 yr 10 mos
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
Exams
No exam information available for this advisor.