How does the advisor help clients – Key Takeaways:
ARCHER POINTE WEALTH MANAGEMENT, LLC is a financial advisory firm that provides customized, comprehensive wealth management services to its clients. With a team of experienced financial experts, ARCHER POINTE is dedicated to helping clients achieve their financial goals and secure their long-term financial stability.
Facts and Insights
As of 2021, ARCHER POINTE has over $500 million in assets under management and a team of 5 advisors. The firm has been in business for 15 years, and its advisors have a combined experience of over 50 years in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2021 | $500 million | 5 | 15 years |
Financial Services Offered
ARCHER POINTE provides a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, insurance planning, and education planning. Its team of experts works closely with clients to assess their unique financial situations and provide tailored solutions to help them achieve their financial goals.
Client Types
ARCHER POINTE serves a diverse clientele that includes individuals, families, small business owners, and corporations. The firm’s advisors have the knowledge and experience to help clients in various stages of life, from young professionals looking to grow their wealth to retirees planning for their financial future.
Fees & Compensation
ARCHER POINTE utilizes a fee-based compensation structure, which means that the firm charges a percentage of the assets under management as its fee. This aligns the firm’s interests with its clients’ goals, as the better the firm performs, the more its clients will benefit. The specific fee structure is outlined in the firm’s Form ADV, which is available to clients upon request.
Background
ARCHER POINTE was founded in 2006 by John Archer, a financial expert with over 20 years of experience in the industry. Archer’s vision was to establish a wealth management firm that prioritizes its clients’ needs and puts their interests first. Today, ARCHER POINTE has a team of dedicated advisors who share this vision and strive to provide the best possible financial services to their clients.
Financial Advisor Disclosures to Know
While ARCHER POINTE has a clean disciplinary record, it is essential to note that past performance is not indicative of future results. Therefore, clients should carefully consider any potential risks and consult with their advisor to make informed decisions about their financial investments.