Kent Fisher
Kent Fisher is a CFA, CFP-designated registered investment advisor at Southern Investment Management Collective LLC, based in Chapel Hill, NC, with 16 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, High Net Worth, Investment Management, and 2 more. Their firm serves 27 clients with $66M 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 - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are generally negotiable.
Fee Estimator
Contact
Kent Fisher
Location
Chapel Hill, NC
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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
Southern Investment Management Collective LLC
Previous Registrations
Mutual Advisors, LLC
Old Peak Finance
Sterling Capital Distributors, LLCBroker
Pri Investments, INC.
State Registrations1 state
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