Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
14 years
Location
Marlin, TX
Investa Asset Management LLC
Supported
Total advisors
2Clients per advisor
2 Very LowAvg AUM per client
$166,667 Very LowHNW client ratio
0% Very LowDerek Hoggett is a financial advisor at Investa Asset Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his work in finance, he is involved in education as a substitute teacher for several school districts in Texas and owns two software companies focused on investment software development and web design. Investa Asset Management provides independent, fee-only investment supervisory, portfolio and wealth management, and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis, along with active risk management and derivative strategies, to manage discretionary accounts.
Based on Investa Asset Management LLC
Financial planning one-time fee from $2,000 to $10,000 depending on complexity.
$100,000 - $1,000,000: 0.25% quarterly (equivalent to 1.00% annually) Over $1,000,000+: Negotiable
Account minimum: $100,000 Fee-only: Portfolio management fees based on assets under management; financial planning fees are fixed fees.
Marlin, TX
Marlin TX
Advisors at this office
2
Texas
14 years of industry experience
Windham School District
2025 - Present • 1 year
Marlin, TX
Robinson ISD
2024 - Present • 2 years
Robinson, TX
China Spring ISD
2024 - Present • 2 years
China Spring, TX
Harmony Public Schools
2021 - 2024 • 3 years
Beverly Hills, Waco, TX
Mydatt Services, Inc
2019 - 2020 • 1 year
Austin, TX
EMSI
2018 - 2018 • 1 year
Waco, TX
Front Steps
2014 - 2018 • 4 years
Austin, TX
Investa Asset Management LLC
2011 - Present • 15 years
Marlin, TX
O2 Software, Inc.
1987 - Present • 39 years
Marlin, TX
Investa, Inc.
1981 - Present • 45 years
Marlin, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Robinson, TX
Heiser Investment Advisers
William Heiser is the sole advisor at Heiser Investment Advisers in Robinson, Texas, holding a Series 65 designation with 12 years of industry experience. He has led his independent firm since 2013. Outside of his advisory work, Heiser is involved in the hospitality industry as a bartender at a pub in Waco, Texas. Heiser Investment Advisers provides customized investment management to individual clients, focusing on domestic and international stocks, bonds, mutual funds, and ETFs. The firm manages accounts on a discretionary basis, employing a research-driven approach tailored to client objectives and risk tolerance, and occasionally uses derivatives in separately managed accounts.
Series 65
Marlin, TX
Investa Asset Management LLC
Mike Pore is a Series 65 licensed advisor at Investa Asset Management LLC in Marlin, TX, with 13 years of industry experience. He has been with Investa Asset Management since 2011. Investa Asset Management provides independent, fee-only investment supervisory, portfolio and wealth management, and financial planning services to both individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis within a top-down asset-allocation framework and emphasizes active risk management and sell discipline, often utilizing option-writing and derivative strategies.
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