Robert Davis is a CFP-designated registered investment advisor at Fisher Investments, based in Plano, TX, with 21 years of industry experience. Robert 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
6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2019Other 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
Previous Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.