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CFP

Robert Davis

Fisher Investments
22 Years of Experience
Plano, TX
1 Disclosure
View SEC Summary
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Robert Davis is a CFP-designated registered investment advisor at Fisher Investments, based in Plano, TX, with 22 years of industry experience. Robert 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.

Fisher Investments
Compensation
Fee-Only (% of Portfolio)
Firm Size
2984 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
—
View Full SEC Brochure

Location

6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert owns rental property in Rockwall, TX since 2012, requiring minimal time. He also maintains an insurance license since 2003, but it's unclear if he actively sells insurance.

Employment History
Current Registrations
Fisher Investments
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Vanguard Marketing CorporationBroker
September 2022 - January 2024 · 1 yr 4 mos
Vanguard Advisers, INC.
September 2022 - January 2024 · 1 yr 4 mos
Charles Schwab & CO., INC.
May 2020 - September 2022 · 2 yrs 4 mos
Charles Schwab & CO., INC.Broker
May 2020 - September 2022 · 2 yrs 4 mos
Charles Schwab & CO., INC.
May 2020 - May 2020 · 0 mos
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Advisors, INC.Broker
August 2011 - May 2020 · 8 yrs 9 mos
USAA Financial Planning Services
August 2011 - January 2018 · 6 yrs 5 mos
Wells Fargo Advisors, LLC
July 2008 - August 2011 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
July 2008 - August 2011 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2008 - July 2008 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2008 - July 2008 · 0 mos
Wachovia Securities, LLCBroker
January 2008 - July 2008 · 6 mos
Wachovia Securities, LLC
January 2008 - July 2008 · 6 mos
A. G. Edwards & Sons, INC.Broker
April 2004 - January 2008 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.
April 2004 - January 2008 · 3 yrs 9 mos
American Express Financial Advisors, INC.
November 2003 - April 2004 · 5 mos
American Express Financial Advisors INC.Broker
October 2003 - April 2004 · 6 mos
Ids Life Insurance CompanyBroker
October 2003 - April 2004 · 6 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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