Wealth Management

Investment advisory services are provided through Archer Investment Corporation, a registered investment adviser, in a fiduciary capacity, which means the advice must be in your best interest. Advisory fees are based on assets under management and described in Form ADV Part 2.

Archer is the registered investment adviser through which David provides investment advisory services. Tax and accounting services are provided by NRACPA LLC. These are separate engagements, and clients of either firm are under no obligation to use the other.

Advisory fees are based on a percentage of assets under management. The details are set out in Archer’s Form ADV Part 2 and your advisory agreement. These fees are separate from NRACPA’s fees for tax and accounting services.

Your accounts are held in your name at an independent custodian, which sends statements directly to you.

Account minimums are described in Archer’s Form ADV. David can discuss the applicable minimums and whether the services fit your needs during the initial consultation.

Financial planning addresses goals such as retirement, education funding, insurance needs, and estate coordination. Wealth management combines that planning with ongoing investment management. Here, we also coordinate with your tax and accounting work.

We work with clients who have multiple entities, equity compensation, K-1s, rental property, or accounts from several employers. The first step is to understand your situation and identify the work you need.

No. We coordinate with your attorney and insurance agent. Your attorney prepares estate documents, and your insurance agent handles policies.