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Archer Investment Management

Updated today

Client assets under management

$370,799,063

Clients

254

28% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

64

Typical

Average account size

$1,459,839

About

Archer Investment Management serves individual investors—including high-income professionals and high-net-worth families—along with charitable institutions, foundations, and endowments, offering discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and related services; the firm also offers a subscription model that excludes investment selection and management. Client engagements are structured around customized Investment Policy Statements and most accounts are custodied at Schwab, with monthly statements and online access.

The firm emphasizes an institutional-grade, IPS-driven investment process focused on diversification, risk control, and tax efficiency, implementing portfolios that typically include domestic and international stocks, bonds, mutual funds, ETFs and, in some accounts, exposure to Digital Assets. Portfolios are managed on a discretionary basis with client customization available (including exclusion requests), and clients have ongoing access to performance reporting via custodial statements and the firm’s client portal.

Archer’s brochure discloses several features that set it apart from many peers, including paid promotional arrangements—a monthly subscription to Wealthtender and a promoter agreement under which the firm receives referral payments to Absolute Capital—and the use of GeoWealth as a sub‑advisor for trade execution and BlackRock model portfolios (with BlackRock subsidizing platform access). The firm also documents procedures for educating clients and obtaining consent before investing in Digital Assets and notes controls intended to address conflicts that may arise from third‑party platform relationships.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Executive Founder/Business Owner

Demographic focus

HENRY (High Earners, Not Rich Yet)

Fee options

Percentage

0.15% to 1.00% annually (based on size and complexity of the account, negotiable and can be waived)

Subscriptions

Subscription model with start-up fee plus ongoing monthly fee; fees disclosed and negotiable.

Other

Account minimum: $1,000,000 Fee-only: Fee-only registered investment advisor; no commissions received for sale of securities or products.

Main office location

Archer Investment Management

Austin TX, United States

Number of offices

2

Most active in

California · Colorado · Georgia · Idaho · Indiana · New Jersey · New York · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Marti B

CFP®, Series 63, Series 65

Hayden, ID

Archer Investment Management

Marti Bott is a CFP® with eight years of industry experience, currently serving as an advisor at Archer Investment Management since 2024. Prior to joining Archer, Marti worked at Ameriprise Financial Services, LLC, and managed the Bott Household from 2016 to 2023. Archer Investment Management serves individual investors, including high-income professionals and high-net-worth clients, as well as nonprofit institutions and endowments, offering discretionary portfolio management, financial planning, and related advisory services. The firm employs an institutional, IPS-driven investment process focused on diversification, tax efficiency, and risk control, and features a subscription service distinct from its investment management offerings.

Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Emily R

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 currently with Archer Investment Management, where she has worked since 2022. Her prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, Princor Financial Services Corporation, and Principal Life Insurance Company. Archer Investment Management serves individual investors, nonprofit institutions, foundations, and endowments, offering discretionary portfolio management, financial planning, retirement and estate planning, and related advisory services. The firm employs an institutional, IPS-driven investment process focusing on diversification, tax efficiency, and risk control, with client portfolios that often include domestic and international equities, bonds, mutual funds, ETFs, and digital assets.

Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Richard A

CFP®, CFA®, Series 66

Austin, TX

Archer Investment Management

Richard Archer is a CFP®, CFA®, and Series 66-licensed financial advisor with 21 years of industry experience. He has been with Archer Investment Management since 2008, working as part of a five-advisor team based in Austin, TX. Archer Investment Management serves individual investors, including high-income professionals and high-net-worth clients, as well as nonprofit institutions, foundations, and endowments. The firm offers discretionary portfolio management, financial planning, and retirement and estate planning, using an institutional, IPS-driven investment process focused on diversification, tax efficiency, and risk control.

Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

Cheyney S

CFP®, Series 66

Austin, TX

Archer Investment Management

Cheyney Scarbrough is a CFP® with three years of industry experience, currently serving at Archer Investment Management. Prior to joining Archer, Scarbrough worked at Dimensional Fund Advisors and SKG, Inc. Outside of advisory work, Scarbrough is involved in operating a home-based rental property management business. Archer Investment Management serves individual investors, high-net-worth clients, and nonprofit institutions, offering discretionary portfolio management, financial planning, and retirement and estate planning services. The firm employs an institutional, IPS-driven investment process focused on diversification, tax efficiency, and risk control, and is notable for its subscription advisory offering and explicit digital-asset exposure.

Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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