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Slade Buell

Advisor at Archer Investment Corporation

Updated today

Location

Burleson, TX 76028

Credentials

Series 63, Series 65

Industry experience

10 years

About

Slade Buell is a financial advisor at Archer Investment Corporation with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2018. Outside of his advisory role, Buell provides tax preparation and accounting services through his businesses, Buell-Hoover Consulting LLC and Overcash & Buell Inc. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies with customized portfolio management and model-based strategies. The firm manages approximately $900 million, employing a disciplined investment process that incorporates cash flow analysis, risk tolerance, and diversified allocations across multiple asset classes.

Client services

Based on Archer Investment Corporation

Portfolio management Pension consulting

Expertise

Based on Archer Investment Corporation

Active portfolio management Options & derivatives strategies

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Fee options

Fixed

0.50% management fee for The Archer Funds, billed on daily average balance.

Percentage

$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%

Other

Account minimum: $25,000 Fee-only: Fee-only basis based on assets under management; no commissions or asset-based sales charges accepted.

Location

131 Nw Hillery St, Suite B

Burleson, TX 76028

Most active in

Texas

Work history

Archer Investment Corporation

2018 - Present (8 years)

Ups

2018 - 2018 (1 year)

HDVest Advisory Services

2018 - 2018 (1 year)

Buell-Hoover Consulting LLC

2016 - Present (10 years)

Hd Vest Investment Services

2015 - 2018 (3 years)

Overcash & Buell Inc

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael M

CFP®, Series 63, Series 65

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General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Series 63, Series 66

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Private / alternative investments Options & derivatives strategies
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Active portfolio management Wealth management
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