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Robert Gomez
12 Years of Experience
Winnsboro, TX
1 Disclosure
Robert Gomez is a registered investment advisor at First Advisors National, LLC, based in Winnsboro, TX, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Winnsboro, TX
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
June 2009Other Business Activities
Robert is self-employed as a business consultant. This activity is not investment-related.
Employment History
Current Registrations
First Advisors National, LLC
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Amfirst Financial, LLC
February 2014 - October 2014 · 8 mos
First American National Investment Advisors, LLC
March 2013 - December 2014 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.