RH
RH

Robert Hoffpauir

17 Years of Experience
Plano, TX

Robert Hoffpauir is a registered investment advisor at Fisher Investments, based in Plano, TX, with 17 years of industry experience. Robert 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
Clean regulatory record

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

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Other Business Activities

Robert works as a sales associate at Recreational Equipment Inc. (REI) selling sporting equipment, dedicating about a quarter of his time.

Employment History
Current Registrations
Fisher Investments
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2017 - July 2019 · 2 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
March 2017 - July 2019 · 2 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2017 · 4 yrs 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2017 · 4 yrs 6 mos
Chase Investment Services CORP.
April 2010 - October 2012 · 2 yrs 6 mos
Chase Investment Services CORP.Broker
April 2010 - October 2012 · 2 yrs 6 mos
Edward Jones
May 2008 - March 2010 · 1 yr 10 mos
Edward JonesBroker
April 2008 - March 2010 · 1 yr 11 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.