Matthew Symons is a registered investment advisor at Fisher Investments, based in San Mateo, CA, with 24 years of industry experience. Matthew 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 Blvd, San Mateo, CA, 94404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the treasurer for HAND (Helping After Nenatal Death), a non-profit organization, since 2018. He dedicates minimal time to this role, participating in monthly board meetings and book balancing.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Quasar Distributors, LLCBroker
H&r Block Financial Advisors, INC.Broker
State Registrations2 states
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