Beau Fisher
Beau Fisher is a CFP-designated registered investment advisor at Fisher & Wiens Wealth Management, LLC, based in Danville, CA, with 20 years of industry experience. Beau 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 300 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fisher and Wiens Wealth Management offers investment management services through various programs.
For Comprehensive Portfolio Management, the annual fee will not exceed 2.50% of the account value, billed quarterly in advance. Fees are negotiable.
Through LPL Financial's advisory programs, the fees are also negotiable, with a maximum of 2.50% annually for Model Wealth Portfolio, Optimum Market Portfolio, and Personal Wealth Portfolio programs.
Location
931 Hartz Way, Suite 201, Danville, CA, 94526-3878
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Beau sells various insurance products, including health, life, and long-term care insurance, dedicating a few hours per week to these activities. He also provides investment advisory services through Fisher & Wiens Wealth Management, LLC, spending nearly full-time hours on this.
Employment History
Current Registrations
Fisher & Wiens Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Beau Mitchel Fisher
State Registrations8 states
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.