MS
MS

Michael Schlebach

11 Years of Experience
Plano, TX

Michael Schlebach is a registered investment advisor at Fisher Investments, based in Plano, TX, with 11 years of industry experience. Michael 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
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
March 2019 - November 2021 · 2 yrs 8 mos
Fidelity Brokerage Services, INC.Broker
November 1993 - May 1996 · 2 yrs 6 mos
Fidelity Distributors CorporationBroker
November 1991 - November 1993 · 2 yrs
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.