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Frederick Fischer

34 Years of Experience
Harrisburg, PA

Frederick Fischer is a registered investment advisor at Fischer Financial Services INC, based in Harrisburg, PA, with 34 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 615 clients with $640M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
615 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$636.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.3M1.00%
$1.3M - $3.0M0.75%
$3M+0.75%

Fees are negotiable for accounts over $3,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4431 North Front Street, Harrisburg, PA, 17110

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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.

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Employment History
Current Registrations
Fischer Financial Services INC
July 1991 - Present · 34 yrs 9 mos
State Registrations2 states
PATX
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.
Frederick Fischer - Financial Advisor | TrueAdvisor