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Selina Chan

14 Years of Experience
Plano, TX

Selina Chan is a registered investment advisor at Fisher Investments, based in Plano, TX, with 14 years of industry experience. Selina 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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fisher Investments
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
February 2016 - January 2018 · 1 yr 11 mos
Transamerica Investors Securities CorporationBroker
June 2011 - February 2016 · 4 yrs 8 mos
Princor Financial Services Corporation
December 2005 - December 2007 · 2 yrs
Princor Financial Services CorporationBroker
November 2005 - June 2009 · 3 yrs 7 mos
Morgan Stanley
March 2005 - October 2005 · 7 mos
Morgan Stanley Dw INC.Broker
February 2005 - October 2005 · 8 mos
State Registrations2 states
TXWA
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.
Selina Chan - Financial Advisor | TrueAdvisor