Sandi Goldhamer
Sandi Goldhamer is a registered investment advisor at Invicta Financial Group, based in Boerne, TX, with 5 years of industry experience. Sandi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 477 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invicta Financial Group does not directly manage investment portfolios. Instead, they recommend third-party investment advisors to clients, such as Howard Capital Management, American Trust, 401GO, and Sonnet, LLC. These advisors charge up to 2.20% or 1.90% annually, depending on the advisor. Invicta Financial Group typically shares these fees with the third-party advisors. The specific fee and termination policies depend on the third-party advisor selected.
Location
12 Truss Road, Suite 104, Boerne, TX, 78006
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sandi is a licensed independent insurance agent selling health and life insurance since January 2023, dedicating minimal time to this activity. She is also an owner and manager of Prohamer, LLC and a trustee of a trust, both requiring minimal time.
Employment History
Current Registrations
Invicta Financial Group
State Registrations1 state
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
More Advisors
- Alec Walker, CFPCrestmont Private Wealth LLC
- Robert Hartman, ChFCMML Investors Services, LLC
- Keith Morales, CFPCharles Schwab & CO., INC.
- Jenifer Yi, ChFCEagle Strategies LLC
- Matthew Warren, ChFC
- Wyatt Moerdyk, CFPEvidence Advisors Investment Management