HG
HG

H Goembel

24 Years of Experience
Longwood, FL

H Goembel is a registered investment advisor at Archer Investment Corporation, based in Longwood, FL, with 24 years of industry experience. H 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
Loading...

Location

Longwood, FL

Get directions

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.

Learn about disclosures →
Other Business Activities

H oversees daily operations for H Dale Goembel, CPA, PA, a tax preparation and accounting business, where he works full-time. He spends about half his time on activities related to this business.

Employment History
Current Registrations
Archer Investment Corporation
December 2020 - Present · 5 yrs 4 mos
Previous Registrations
Avantax Advisory Services
June 2016 - December 2020 · 4 yrs 6 mos
Avantax Investment Services, INC.Broker
June 2014 - December 2020 · 6 yrs 6 mos
LPL Financial LLC
August 2009 - June 2014 · 4 yrs 10 mos
LPL Financial LLCBroker
August 2009 - June 2014 · 4 yrs 10 mos
Investment Advisors
September 2007 - September 2009 · 2 yrs
Proequities, INC.Broker
November 2004 - September 2009 · 4 yrs 10 mos
Kovack Securities INC.Broker
May 2003 - November 2004 · 1 yr 6 mos
PFS Investments INC.Broker
February 2002 - May 2003 · 1 yr 3 mos
State Registrations1 state
FL
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.