Benno Fischer is a CFA-designated registered investment advisor at Fischer Capital Management LLC, based in Dallas, TX, with 28 years of industry experience. Benno 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 12 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.85% |
| $15.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Fees are generally negotiable. Qualified Clients can opt to pay a 15% performance fee based on capital appreciation.
Fee Estimator
Location
Dallas, TX
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Regulatory History
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
Fischer Capital Management LLC
Previous Registrations
Allianz Global Investors Distributors LLCBroker
State Registrations1 state
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