AO
AO

Andrew Olear

30 Years of Experience
Plano, TX

Andrew Olear is a registered investment advisor at Fisher Investments, based in Plano, TX, with 30 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2683 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

Loading...

Location

6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222

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 →
Employment History
Current Registrations
Fisher Investments
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
MML Investors Services, LLC
February 2018 - January 2020 · 1 yr 11 mos
MML Investors Services, LLCBroker
January 2018 - January 2020 · 2 yrs
MML Investors Services, LLCBroker
January 2007 - March 2013 · 6 yrs 2 mos
Phoenix Equity Planning CorporationBroker
June 2001 - January 2007 · 5 yrs 7 mos
National Planning CorporationBroker
June 1998 - January 2001 · 2 yrs 7 mos
Funds Distributor, INC.Broker
June 1997 - May 1998 · 11 mos
New England Funds, L.P.Broker
September 1996 - March 1997 · 6 mos
Fidelity Investments Institutional Services Company, INC.Broker
February 1992 - September 1996 · 4 yrs 7 mos
Invesco Services, INC.Broker
July 1990 - August 1990 · 1 mo
Colonial Investment ServicesBroker
February 1990 - July 1990 · 5 mos
Colonial Investment Services, INC.Broker
April 1988 - February 1990 · 1 yr 10 mos
Kidder, Peabody & CO. IncorporatedBroker
December 1983 - April 1988 · 4 yrs 4 mos
State Registrations1 state
TX
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.