CH
CFA
CH
CFA

Christopher Hess

9 Years of Experience
Tampa, FL

Christopher Hess is a CFA-designated registered investment advisor at Fisher Investments, based in Tampa, FL, with 9 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)
Firm Size
2954 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.85%
$25.0M - $50.0M0.80%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3109 W Dr. Martin Luther King Blvd, Suite 600, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fisher Investments
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Franklin Distributors, LLCBroker
July 2021 - February 2025 · 3 yrs 7 mos
Franklin Templeton Financial Services CORP.Broker
September 2016 - July 2021 · 4 yrs 10 mos
State Registrations2 states
FLTX
Advisor

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Exams
No exam information available for this advisor.
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