Joshua Einhorn is a registered investment advisor at Fisher Investments, based in San Mateo, CA, with 20 years of industry experience. Joshua 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
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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 (1)
Criminal
May 2001Employment History
Current Registrations
Fisher Investments
State Registrations2 states
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