Gregory Streitman is a registered investment advisor at Fisher Investments, based in Tampa, FL, with 19 years of industry experience. Gregory 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
3109 W Dr. Martin Luther King Jr. Blvd, Suite 600, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fisher Investments
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Commonwealth Capital Securities CORP.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
T. Rowe Price Investment Services, INC.Broker
E*trade Securities LLCBroker
Brownco, LLCBroker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations2 states
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