Jordan Andreola is a ChFC-designated registered investment advisor at Fisher Investments, based in Plano, TX, with 18 years of industry experience. Jordan 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 Parkway, Suite 2050, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan is a managing member of Digital Consultants, LLC, providing IT consulting services. He spends minimal time on this activity, handling tax, accounting, consulting jobs, and outsourcing.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Level Four Advisory Services
LPL Financial LLCBroker
Personal Capital Advisors Corporation
1st Global Advisors INC
1st Global Capital CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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