Eugene Fisher is a registered investment advisor at Fisher Financial, P.A., based in Rockville, MD, with 22 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
When working with an investment manager who invests in marketable securities, Fisher Investment Management charges 0.75% of the value of your securities account. In some cases, they are compensated by the manager, with your prior written consent, a percentage of the manager's asset management fee, ranging from 25% to 30%. When working with a non-marketable securities investment manager, the annual management fee is 2% of the beginning value of your investment. In addition, a performance-based fee is charged.
Location
Rockville, MD
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Fisher Financial, P.A.
Previous Registrations
Fisher Financial, P.A.
Fisher, Barkanic & Ames, LLC
State Registrations1 state
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.