Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
73 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Archer retains the discretion to negotiate alternative fees on a client-by-client basis.

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

11711 N. College Ave, Suite 200, Carmel, IN, 46032

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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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Other Business Activities

David owns David Koch CPA LLC, a CPA and tax preparation practice. This is a full-time, non-investment related activity.

Employment History
Current Registrations
Archer Investment Corporation
September 2012 - Present · 13 yrs 5 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.