LS
LS

Lars Strame

24 Years of Experience
San Mateo, CA

Lars Strame is a registered investment advisor at Fisher Investments, based in San Mateo, CA, with 24 years of industry experience. Lars 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.

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Location

1450 Fashion Island Blvd, San Mateo, CA, 94404

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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

Lars is an officer for Grateful Guitars, a foundation providing instruments to musicians, since 2018. He sits on the board, solicits donations, facilitates instrument delivery, and helps with benefit shows, dedicating minimal time to this activity.

Employment History
Current Registrations
Fisher Investments
June 2005 - Present · 20 yrs 11 mos
Previous Registrations
Wells Fargo Investments, LLC
May 2001 - January 2005 · 3 yrs 8 mos
State Registrations2 states
CATX
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.