BH
BH

Blake Harbour

13 Years of Experience
Plano, TX

Blake Harbour is a registered investment advisor at Fisher Investments, based in Plano, TX, with 13 years of industry experience. Blake 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.

Loading...

Location

6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Fisher Investments
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Westwood Management CORP
May 2014 - August 2022 · 8 yrs 3 mos
Foreside Fund Services, LLCBroker
May 2014 - March 2022 · 7 yrs 10 mos
Fidelity Brokerage Services LLCBroker
June 2013 - April 2014 · 10 mos
Fidelity Investments Institutional Services Company, INC.Broker
August 2011 - May 2013 · 1 yr 9 mos
First Southwest CompanyBroker
November 2010 - May 2011 · 6 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.
Blake Harbour - Financial Advisor | TrueAdvisor