PD
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Peter Danilaitis

18 Years of Experience
Plano, TX
1 Disclosure

Peter Danilaitis is a registered investment advisor at Fisher Investments, based in Plano, TX, with 18 years of industry experience. Peter 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 Pkwy, Ste 2050, Plano, TX, 75093-8222

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2013
Denied
Employment History
Current Registrations
Fisher Investments
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2014 - August 2023 · 8 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
October 2014 - August 2023 · 8 yrs 10 mos
Ameriprise Financial Services, INC.
March 2011 - October 2014 · 3 yrs 7 mos
Ameriprise Financial Services, INC.Broker
February 2011 - October 2014 · 3 yrs 8 mos
Edward Jones
September 2007 - February 2011 · 3 yrs 5 mos
Edward JonesBroker
January 2007 - February 2011 · 4 yrs 1 mo
State Registrations2 states
TNTX
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.
Peter Danilaitis - Financial Advisor | TrueAdvisor