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Slade Buell

10 Years of Experience
Burleson, TX

Slade Buell is a registered investment advisor at Archer Investment Corporation, based in Burleson, TX, with 10 years of industry experience. Slade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

131 NW Hillery St, Suite B, Burleson, TX, 76028

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Slade is involved with Buell-Hoover Consulting LLC as a pass-through entity for contract accounting, dedicating nearly full-time hours. He also provides tax preparation and accounting services through Overcash & Buell Inc., also dedicating nearly full-time hours.

Employment History
Current Registrations
Archer Investment Corporation
November 2018 - Present · 7 yrs 8 mos
Previous Registrations
H.D. Vest Advisory Services, INC
January 2018 - November 2018 · 10 mos
Hd Vest Investment ServicesBroker
October 2015 - November 2018 · 3 yrs 1 mo
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.