TF
CFP
TF
CFP
Theodore Fischer
21 Years of Experience
Westlake Village, CA
1 Disclosure
Theodore Fischer is a CFP-designated registered investment advisor at Fischer Investment Strategies, LLC, based in Westlake Village, CA, with 21 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 418 clients with $250M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
418 clients
Average Client Portfolio
$603K average
Assets Under Management
$251.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
920 Hampshire Road, Suite A-2, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
June 1998Employment History
Current Registrations
Fischer Investment Strategies, LLC
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Index Funds Advisors, INC.
June 2007 - December 2011 · 4 yrs 6 mos
Churchill Management Group
August 2004 - June 2007 · 2 yrs 10 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.