Jonathan Shankman is a registered investment advisor at Fisher Investments, based in Plano, TX, with 16 years of industry experience. Jonathan 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan owns multiple LLCs (JAS-GD LLC, JAS-P1 LLC, JAS-P2 LLC, and JAS-P3 LLC). JAS-GD LLC is for automobile purchases, while the other three are for real estate purchases, each requiring minimal time.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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