Brendon Fischer is a CFA-designated registered investment advisor at Fischer Capital Management LLC, based in Dallas, TX, with 7 years of industry experience. Brendon 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 12 clients with $12M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.85% |
| $15.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Fees are generally negotiable. Qualified Clients can opt to pay a 15% performance fee based on capital appreciation.
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brendon is the interim CFO of SowGood Inc, a candy manufacturing company, and provides management consulting services. He dedicates about 10-20% of his time during trading hours and about half his time outside trading hours to this role, expecting 75% of his yearly compensation from it.
Employment History
Current Registrations
Fischer Capital Management LLC
State Registrations1 state
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