Wendy Nicholsen is a registered investment advisor at Fisher Investments, based in San Mateo, CA, with 16 years of industry experience. Wendy 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1450 Fashion Island Boulevard Suite 300, San Mateo, CA, 94404
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Regulatory History (3)
Financial
December 2016Financial
December 2016Financial
November 2016Employment History
Current Registrations
Fisher Investments
Previous Registrations
Fisher Investments
State Registrations2 states
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