Frederick Means is a CFP-designated registered investment advisor at Fisher Investments, based in Plano, TX, with 19 years of industry experience. Frederick 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 Pkwy, Ste 2050, Plano, TX, 75093-8222
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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 Activities
Frederick is a board member of My Daily Walk Inc., a non-profit organization providing free clothing. He dedicates minimal time to this activity, assisting with customer communication, donation coordination, volunteer management, and bookkeeping.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Charles Schwab & CO., INC.Broker
Schwab Private Client Investment Advisory, INC.
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 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.