Archer Pointe Wealth Management, LLC

Archer Pointe Wealth Management, LLC is a Registered Investment Adviser founded in May 2020 and subject to the rules of the US Advisers Act. The firm offers personalized financial planning, investment management, and wealth management services to individuals, couples, families, high net worth individuals, trusts, estates, and retirement plans. Services include financial planning, investment management, wealth management, retirement plan fiduciary services, and hourly advice. The firm manages approximately $118,863,000 in assets as of January 3, 2023, with discretionary and non-discretionary assets under management. Clients have the flexibility to impose restrictions on investments. Fees are structured as hourly charges, fixed project fees, or retainer agreement fees, with rates ranging from $60 to $300 per hour. The firm does not charge performance-based fees or participate in side-by-side management. Clients range from their 20s to 90s, with varying net worth and income levels. Archer Pointe's investment strategies focus on asset allocation, dollar-cost averaging, technical analysis, and long-term purchases, among others. The firm's Code of Ethics emphasizes acting in the best interest of clients and avoiding conflicts of interest. Clients' accounts are reviewed quarterly, and the firm does not compensate for client referrals. Archer Pointe does not have physical custody of client funds and securities and does not vote proxies on behalf of clients. The firm is SEC registered and does not require prepayment exceeding $1,200 six or more months in advance.