A complete list of active advisors currently associated with Archer Investment Management
Warmer can help you find a great advisor at Archer Investment Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Archer Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 22
| |
Austin, TX
| 18
| |
Austin, TX
| 3
|
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