RM
CFP
RM
CFP

Ross Minden

13 Years of Experience
Plano, TX

Ross Minden is a CFP-designated registered investment advisor at Fisher Investments, based in Plano, TX, with 13 years of industry experience. Ross 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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fisher Investments
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Personal Capital Advisors Corporation
April 2017 - November 2020 · 3 yrs 7 mos
Raymond James & Associates, INC.
July 2015 - April 2017 · 1 yr 9 mos
Raymond James & Associates, INC.Broker
June 2015 - April 2017 · 1 yr 10 mos
RBC Capital Markets, LLC
January 2014 - July 2015 · 1 yr 6 mos
RBC Capital Markets, LLCBroker
November 2013 - July 2015 · 1 yr 8 mos
Ing Financial Advisers, LLCBroker
November 2011 - March 2012 · 4 mos
MML Investors Services, LLCBroker
December 2010 - December 2011 · 1 yr
State Registrations3 states
TNTXWA
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.
Ross Minden - Financial Advisor | TrueAdvisor