Wendy Nicholsen is a registered investment advisor at Fisher Investments, based in San Mateo, CA, with 17 years of industry experience. Wendy 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 199,922 clients with $390B 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 $25.0M | 0.85% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.80% |
Rates vary by investment strategy. The schedule shown reflects standard rates for core global equity strategies. Other strategies have different schedules, and fees for amounts above certain thresholds are negotiable.
Fee Estimator
Location
1450 Fashion Island Boulevard Suite 300, San Mateo, CA, 94404
Get directionsHistory
Regulatory History (3)
Financial
December 2016Financial
December 2016Financial
November 2016Employment History
Current Registrations
Fisher Investments
Previous Registrations
Fisher Investments
State Registrations2 states
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
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