Levi Marsh is a registered investment advisor at Fisher Investments, based in Plano, TX, with 7 years of industry experience. Levi 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 Parkway, Plano, TX, 75903
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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.
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Levi is the Founder and Operator of Mental Health in Business since April 2023, providing mental and physical coaching for professionals. He dedicates a few hours per week to creating content, providing research, and coaching on mental health.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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