MM
ChFC
MM
ChFC

Mark Madden

39 Years of Experience
Plano, TX

Mark Madden is a ChFC-designated registered investment advisor at Fisher Investments, based in Plano, TX, with 39 years of industry experience. Mark 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.

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Location

6500 International Parkway, Suite 2050, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Fisher Investments
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wedbush Asset Management, LLC
April 2014 - February 2017 · 2 yrs 10 mos
Wedbush Securities INC.Broker
June 2009 - June 2022 · 13 yrs
Wedbush Securities INC.
June 2009 - June 2022 · 13 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2003 - June 2009 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2003 - June 2009 · 6 yrs 5 mos
Transamerica Securities Sales CorporationBroker
April 1997 - January 2001 · 3 yrs 9 mos
Allmerica Investments, INC.Broker
March 1991 - January 1997 · 5 yrs 10 mos
New England SecuritiesBroker
February 1989 - March 1991 · 2 yrs 1 mo
B.C. Christopher Securities CO.Broker
December 1988 - January 1989 · 1 mo
The Great-West Life Assurance CompanyBroker
May 1987 - October 1989 · 2 yrs 5 mos
Morison Securities, INC.Broker
May 1987 - December 1988 · 1 yr 7 mos
Penn Mutual Equity Services, INC.Broker
November 1985 - May 1987 · 1 yr 6 mos
W. S. Griffith & CO., INC.Broker
August 1984 - March 1986 · 1 yr 7 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.