JK
JK

Jennifer Kranz

20 Years of Experience
Plano, TX

Jennifer Kranz is a registered investment advisor at Fisher Investments, based in Plano, TX, with 20 years of industry experience. Jennifer 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
Fee-Only (% of Portfolio)
Firm Size
2683 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)

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.

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Fisher Investments
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Voya Financial Partners, LLCBroker
May 2011 - September 2021 · 10 yrs 4 mos
Ing Financial Partners, INC.Broker
January 2011 - May 2011 · 4 mos
Ing Financial Advisers, LLCBroker
February 2010 - January 2011 · 11 mos
Banc of America Investment Services, INC.
November 2007 - March 2009 · 1 yr 4 mos
Banc of America Investment Services, INC.Broker
February 2007 - March 2009 · 2 yrs 1 mo
Vanguard Marketing CorporationBroker
May 2004 - December 2006 · 2 yrs 7 mos
State Registrations3 states
FLMDTX
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.