Jona Husbands
Advisor at The Archer Consulting Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at The Archer Consulting Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Thibodaux, LA 70301
Credentials
Series 63, Series 65
Industry experience
21 years
Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.
Based on The Archer Consulting Group, LLC
Fixed fees for standalone financial planning, mutually agreed upon and payable 50% upfront and 50% on delivery
$0 - $10,000,000: 0.75% annually $10,000,001 - $15,000,000: 0.60% annually $15,000,001 - $20,000,000: 0.50% annually $20,000,001 - $25,000,000: 0.40% annually $25,000,001+: 0.30% annually
$250 per hour for additional consulting beyond initial 90 days support after financial plan presentment
Account minimum: $1,000,000 Minimum fee: Minimum fee for qualified retirement plan consulting services is negotiable Fee-only: Investment management fees charged as a wrap fee program (inclusive of brokerage commissions and transaction costs); standalone financial planning fees fixed or hourly; hourly consulting fees $250/hour
814 Canal Blvd
Thibodaux, LA 70301
Louisiana · Texas
The Archer Consulting Group, LLC
2011 - Present (15 years)
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Real estate agent
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Other specialized services
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