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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual fee is 2.50% and fees are negotiable. Fees are assessed on all assets including cash and cash equivalents.
Fee Estimator
Location
931 Hartz Way, Suite 201, Danville, CA, 94526-3878
Get directionsHistory
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.
Exams
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