Barrett Fisher
Barrett Fisher is a registered investment advisor at Oneamerica Securities, INC., based in Evansville, IN, with 14 years of industry experience. Barrett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
4906 Temple Avenue, Evansville, IN, 47715
Get directionsHistory
Regulatory History (1)
Criminal
January 2012Other Business ActivitiesSells Insurance
Barrett is involved in non-variable insurance sales, specifically fixed life and fixed annuities. The filing does not specify the amount of time spent on this activity.
Employment History
Current Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations5 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
- Andrew MccartOneamerica Securities, INC.
- Britni KendrickOneamerica Securities, INC.
- Hema Vyas, CFPAmeriprise Financial Services, LLC
- Kenneth Rickelman, ChFC
- Justin Soderlund, CFPRobert W. Baird & CO. Incorporated
- Brandon Roop, CFPDonaldson Capital Management LLC