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CFP

Tyson Frerking

Fisher Investments
19 Years of Experience
Camas, WA
View SEC Summary
View SEC Summary

Tyson Frerking is a CFP-designated registered investment advisor at Fisher Investments, based in Camas, WA, with 19 years of industry experience. Tyson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Fisher Investments
Compensation
Fee-Only (% of Portfolio)
Firm Size
2984 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)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.85%
$25.0M - $50.0M0.80%
$50M+0.80%

Rates vary by investment strategy. The schedule shown reflects standard rates for core global equity strategies. Other strategies have different schedules, and fees for amounts above certain thresholds are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5525 NW Fisher Creek Dr, Camas, WA, 98607

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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
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
February 2020 - July 2024 · 4 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
February 2020 - July 2024 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2014 - June 2019 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - June 2019 · 5 yrs 3 mos
AXA Advisors, LLCBroker
January 2014 - March 2014 · 2 mos
TD Ameritrade, INC.
February 2012 - October 2013 · 1 yr 8 mos
TD Ameritrade, INC.Broker
September 2010 - October 2013 · 3 yrs 1 mo
Amerivest Investment Management, LLC
September 2010 - October 2013 · 3 yrs 1 mo
Key Investment Services LLC
June 2008 - November 2009 · 1 yr 5 mos
Key Investment Services LLCBroker
June 2008 - November 2009 · 1 yr 5 mos
Waddell & Reed, INC.
August 2006 - June 2008 · 1 yr 10 mos
Waddell & Reed, INC.Broker
August 2006 - June 2008 · 1 yr 10 mos
UBS Financial Services INC.
September 2005 - August 2006 · 11 mos
UBS Financial Services INC.Broker
August 2005 - August 2006 · 1 yr
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.
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