Fee Disclosure

Investment Advisery Fees:

As a Registered Investment Adviser, Archer Investment Corporation and Investment Adviser Representative services offered by Lake Wealth and Insurance are a Fee for Service Agency. This transparency allows you to fully understand the costs associated with your investment plan. 

Please click here to review our ADV fee guidelines.

Insurance Brokerage Fees:

Insurance products are typically compensated by commission from the insurance company directly to the agent.  These fees are  not deducted from the insured product selected but are paid to agent by the insurance company.

Financial Planning Fees:

Financial planning services include:

  • Budget planning

  • Estate planning

  • College planning

  • Retirement Income planning

  • Business succession planning

  • Social Security Maximization

  • Family financial planning

These services are billed at competitive hourly rates or bundled in a set fee.  Call to discuss costs associated with developing these important financial planning services.