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SJ
CFP
SJ
CFP

Scott James

Fisher Investments
27 Years of Experience
Camas, WA
View SEC Summary
View SEC Summary

Scott James is a CFP-designated registered investment advisor at Fisher Investments, based in Camas, WA, with 27 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Fisher Investments
Compensation
Fee-Only (% of Portfolio)
Firm Size
2984 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)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.85%
$25.0M - $50.0M0.80%
$50M+0.80%

Rates vary by investment strategy. The schedule shown reflects standard rates for core global equity strategies. Other strategies have different schedules, and fees for amounts above certain thresholds are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

5525 NW Fisher Creek Dr, Camas, WA, 98607

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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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Other Business Activities

Scott owns a single-family real estate property in Italy since 2023. This activity is investment-related.

Employment History
Current Registrations
Fisher Investments
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
April 2018 - July 2024 · 6 yrs 3 mos
Ameriprise Financial Services, LLCBroker
April 2018 - July 2024 · 6 yrs 3 mos
J.P. Morgan Securities LLC
November 2016 - March 2018 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
November 2016 - March 2018 · 1 yr 4 mos
Charles Schwab & CO., INC.
October 2013 - July 2016 · 2 yrs 9 mos
Charles Schwab & CO., INC.Broker
March 2008 - July 2016 · 8 yrs 4 mos
Charles Schwab & CO., INC.Broker
December 1994 - April 2002 · 7 yrs 4 mos
Dean Witter Reynolds INC.Broker
August 1993 - December 1994 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
January 1993 - July 1993 · 6 mos
Dean Witter Reynolds INC.Broker
August 1992 - January 1993 · 5 mos
Dean Witter Reynolds INC.Broker
November 1989 - February 1990 · 3 mos
State Registrations2 states
TXWA
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.
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