Bruce Stewart is a registered investment advisor at Fisher Investments, based in Plano, TX, with 38 years of industry experience. Bruce 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bruce is the owner of B&T Acquisitions, LLC, which he uses for personal investments. He spends minimal time overseeing the management of these investments.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Arete Wealth Management, LLCBroker
Kbs Capital Markets Group LLCBroker
Capital Brokerage CorporationBroker
Funds Distributor, INC.Broker
Equitable Distributors, INC.Broker
Nicholas-Applegate Securities (a California Limited Partnership)Broker
Colonial Investment ServicesBroker
Vms Securities, INC.Broker
Planned Investments INC.Broker
Funding Capital INC.Broker
American Capital Financial Services, INC.Broker
State Registrations2 states
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.