Archer Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Archer Investment Management serves individuals—including high net worth clients—along with charitable institutions, foundations and endowments, offering discretionary portfolio management, comprehensive financial planning and related services such as estate and retirement planning, executive compensation guidance, and a subscription service that excludes investment selection. The firm documents an initial account guideline of $1,000,000 for new relationships while retaining discretion to waive that minimum.
Archer follows an institutional-style, IPS-driven process emphasizing diversification, risk control and tax efficiency, implementing portfolios made up of publicly traded stocks, bonds, mutual funds, ETFs and, in some accounts, digital assets. The firm manages client accounts on a discretionary basis, uses third‑party model execution through a GeoWealth sub‑advisory arrangement (including access to BlackRock models) and manages employer‑based retirement plans via the Pontera platform without taking custody of those assets.
Noteworthy disclosures in the brochure include paid marketing and promoter arrangements—specifically a subscription to the Wealthtender directory and a promoter agreement involving referrals to Absolute Capital—and the disclosure that BlackRock subsidizes access to the GeoWealth platform when usage thresholds are met. The firm’s explicit policies on investing in digital assets (including suitability discussions, educational materials and client consent) and its offered subscription model are features that distinguish it from many peers of similar size.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: Not clearly specified (fees generally range from 0.15% to 1.00% annually depending on size and complexity) $1,000,000+: 0.15% to 1.00% annually depending on size and complexity
Subscription model offered with a start-up fee and ongoing monthly fee; excludes investment selection and management.
Account minimum: $1,000,000 Fee-only: Monthly investment management fee generally ranging from 0.15% to 1.00% annually of assets under management, negotiable and can be waived at AIM's sole discretion. Subscription model fees include a start-up fee plus ongoing monthly fee.
Main office
Austin TX
Advisors at this office
3
Most active in
California · Colorado · Georgia · Idaho · Indiana · Louisiana · New Jersey · New York · North Carolina · Texas
Also doing business as
Aequitas Investment Management · Archer Investment Management · Archer Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Emily R
Verified by Warmer
CFP®, Series 63, Series 65
Austin, TX
Archer Investment Management
Emily Rassam is a CFP® professional with 18 years of experience in the financial services industry. She is a Partner and Senior Financial Planner at Archer Investment Management, a fee-only and fiduciary firm based in Austin, TX and serving clients nationwide. Archer Investment Management helps tech professionals, pre-retirees, high earners, use their money to live a great life today and an even better life tomorrow. ► For Tech Professionals: We help you answer questions like… 💬 Should I exercise my stock options now, or wait—and how do taxes impact that decision? 💬 How do I think about buying a home or other big decisions when so much of my net worth is tied up in stock? 💬 When is it okay to take money off the table and enjoy it, not just reinvest everything? ► For Pre-Retirees and Retirees: We help you answer questions like… 💬 Are we actually ready to retire, or should we work a few more years? 💬 When should we start Social Security so we optimize our lifetime benefits? 💬 Should we be doing Roth conversions, or will that raise our taxes? We can answer questions like these and many more if you’re looking for help. ► Services We can help with proactive tax planning, equity compensation, retirement planning, financial planning, investment management, goal setting, and more. Learn more about our firm at: https://archerim.com/
Richard A
Verified by Warmer
CFP®, CFA®, Series 66
Austin, TX
Archer Investment Management
Richard is the owner and president of Archer Investment Management, a fee-only and fiduciary firm based in Austin, TX and serving clients nationwide. Archer helps tech professionals, pre-retirees, high earners, use their money to live a great life today and an even better life tomorrow. ► For Tech Professionals: We help you answer questions like… - Should I exercise my stock options now, or wait—and how do taxes impact that decision? - How do I think about buying a home or other big decisions when so much of my net worth is tied up in stock? - When is it okay to take money off the table and enjoy it, not just reinvest everything? ► For Pre-Retirees and Retirees: We help you answer questions like… - Are we actually ready to retire, or should we work a few more years? - When should we start Social Security so we optimize our lifetime benefits? - Should we be doing Roth conversions, or will that raise our taxes? We can answer questions like these and many more if you’re looking for help. ► Services We can help with proactive tax planning, equity compensation, retirement planning, financial planning, investment management, goal setting, and more.
Cheyney S
CFP®, Series 66
Austin, TX
Archer Investment Management
Cheyney Scarbrough is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Archer Investment Management, where he has worked since 2024. His prior experience includes roles at Dimensional Fund Advisors and SKG, Inc. Outside of his advisory work, Scarbrough owns and operates a home-based rental property management business. Archer Investment Management serves individuals, including high net worth clients, as well as charitable institutions, foundations, and endowments. The firm provides discretionary portfolio management and comprehensive financial planning through an institutional-style, IPS-driven process that emphasizes diversification, risk control, and tax efficiency.
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