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Thomas Harris

19 Years of Experience
Plano, TX

Thomas Harris is a registered investment advisor at Fisher Investments, based in Plano, TX, with 19 years of industry experience. Thomas 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
Fee-Only (% of Portfolio)
Firm Size
2683 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)

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.

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Location

6500 International Parkway, Suite 2050, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Thomas is listed as a managing member for The Cheerful Quill, a digital publishing/retail business owned by his wife. He anticipates spending minimal time on this business and will not be paid by it.

Employment History
Current Registrations
Fisher Investments
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Farmers Financial Solutions, LLCBroker
February 2017 - November 2018 · 1 yr 9 mos
Strategic Advisers, INC.
August 2014 - December 2016 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
August 2014 - December 2016 · 2 yrs 4 mos
TD Ameritrade, INC.
September 2009 - August 2014 · 4 yrs 11 mos
TD Ameritrade, INC.Broker
September 2009 - August 2014 · 4 yrs 11 mos
Amerivest Investment Management, LLC
September 2009 - January 2012 · 2 yrs 4 mos
Strategic Advisers, INC.
November 2007 - July 2009 · 1 yr 8 mos
Fidelity Brokerage Services LLCBroker
March 2006 - July 2009 · 3 yrs 4 mos
State Registrations1 state
TX
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.
Thomas Harris - Financial Advisor | TrueAdvisor