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

131 Maple Row Blvd, Ste A100, Hendersonville, TN, 37075

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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

Carl is the Vice President of First Pay Inc, a payroll company, since 2013. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Archer Investment Corporation
August 2016 - Present · 9 yrs 6 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Carl Alan Davis - Financial Advisor | TrueAdvisor