FISHER INVESTMENTS

6500 International Pkwy
Ste 2050
Plano, Texas 75093-8222
Tel: 800-851-8845

About FISHER INVESTMENTS

FISHER INVESTMENTS, formally registered with the SEC as FISHER INVESTMENTS. The firm was established in 03/26/1987. They have over 14 offices throughout the country.

FISHER INVESTMENTS is a Plano, Texas based Financial Planning firm with nearly $298,729,428,900 assets under management, offering retirement planning & investment advisory services to 360116 clients. The firm is staffed with 4065 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107342
SEC#	801-29362
Assets Managed by Firm	$298,729,428,900
No. of Clients	360116
No. of Advisors	4065

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PORTFOLIO ASSESSMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	360116	$298,729,428,900
Individuals (other than high net worth individuals)	73976	$47,128,910,482
High net worth individuals	99823	$207,772,490,914
Pension and profit sharing plans	22	$4,537,792,872
Charitable organizations	58	$4,305,510,778
Other investment advisers	11	$4,482,123,695
Corporations or other businesses	573	$840,770,740

More Retirement Planning firms in Plano, Texas:

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VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

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