Roy Bentzen is a registered investment advisor at Fisher Investments, based in Woodland Park, NJ, with 20 years of industry experience. Roy 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
Woodland Park, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roy is the sole member of Bentzen Home Renovations, LLC, a holding company for buying/selling homes, dedicating minimal time. He identifies properties, hires contractors, and rehabs homes for sale.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
MML Distributors, LLCBroker
Thornburg Investment Management INC
Thornburg Securities CorporationBroker
Allianz Global Investors Distributors LLCBroker
Baron Capital, INC.Broker
Alliancebernstein Investments, INC.Broker
Gwfs Equities, INC.Broker
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.