Gregory Lohman is a CFP-designated registered investment advisor at Fisher Investments, based in Sheridan, IN, with 19 years of industry experience. Gregory 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.85% |
| $25.0M - $50.0M | 0.80% |
| $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
Location
Sheridan, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fisher Investments
Previous Registrations
Strategic Advisers, INC.
PNC Investments
Strategic Advisers, INC.
Fifth Third Securities, INC.
Edward Jones
State Registrations2 states
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