Fleet Ratliff is a registered investment advisor at Fisher Investments, based in Plano, TX, with 16 years of industry experience. Fleet 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
6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Other Business Activities
Fleet owns a rental property since 2015, which is managed by a third party. He spends minimal time on this activity.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Edward Jones
State Registrations1 state
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
More Advisors
- Devin Ensing, CFA, CFPFisher Investments
- Brett LemkeFisher Investments
- Matthew Fichtel, CFPFisher Investments
- Rowdy Hakes, CFPFisher Investments
- Richard Bueche, CFAFisher Investments
- Jace Peters, CFAFisher Investments