Allen Pitts is a CFP, ChFC-designated registered investment advisor at Fisher Investments, based in Tampa, FL, with 12 years of industry experience. Allen 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
3405 W Martin L. King Jr. Blvd, Suite 300, Tampa, FL, 33607
Get directionsHistory
Regulatory History
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
Previous Registrations
USAA Investment Services Company
USAA Investment Services CompanyBroker
USAA Investment Services Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
PFS Investments INC.Broker
State Registrations2 states
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
- Cheeroke Townsend, CFAFisher Investments
- Christopher Hess, CFAFisher Investments
- Williamson JacquesFisher Investments
- Michael Colello, CFPFisher Investments
- Carly Kotlarski, CFPFisher Investments
- Jeffrey Hayes, CFPFisher Investments