The Archer Consulting Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$155,462,665
Total clients
100
46% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
50
Average account size
$1,554,627
About
The Archer Consulting Group serves individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, foundations, endowments and trusts, delivering investment management, financial planning, and qualified retirement plan consulting. The firm also provides more specialized services, including expert witness work and special needs planning support.
ACG describes a scientific, systematic investment process and operates under fiduciary standards, creating individualized investment policy statements and providing discretionary portfolio management with quarterly asset‑allocation reviews. Its methods combine quantitative optimization, computer‑based risk/return analysis and technical tools with use of mutual funds, ETFs, individual securities, selective option strategies, and the facility to coordinate with third‑party managers.
A distinguishing feature is that the firm offers its investment management services exclusively under a wrap fee program, bundling certain brokerage commissions and transaction costs into the asset‑based fee rather than offering only unbundled arrangements. The firm is relatively small—managing about $155 million with two primary advisors across multiple offices—and emphasizes outsourced operational support (third‑party platform and reporting vendors), a formal retirement plan participant education program, and services tailored to families with special needs.
Client services
Fee options
Fixed fees for standalone financial planning, paid 50% upfront and balance upon plan 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 Over $25,000,000+: 0.30% annually
$250 per hour for additional consulting beyond initial financial plan support
Account minimum: $1,000,000 Fee-only: Standalone financial planning fees are fixed fees mutually agreed upon; hourly consulting at $250/hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
The Archer Consulting Group, LLC
814 Canal Blvd
Thibodaux LA 70301, United States
Number of offices
3
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