Matthew Baumann is a CFP-designated registered investment advisor at Fisher Investments, based in Plano, TX, with 14 years of industry experience. Matthew 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a passive owner of BNPartners LLC, a salon, dedicating a few hours per week. He is also a co-owner/operator of BNP Vending LLC, which owns and operates vending machines, dedicating minimal time to this venture.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Creative Planning
Fisher Investments
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Russ Kaplan Investments
State Registrations3 states
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