RM
RM

Russell Mccary

12 Years of Experience
Plano, TX
1 Disclosure

Russell Mccary is a registered investment advisor at Fisher Investments, based in Plano, TX, with 12 years of industry experience. Russell 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 (1)
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Customer Dispute
October 2018
Denied
Other Business Activities

Russell owns a rental home since February 2023, which is not investment-related. He spends minimal time managing the property, ensuring rent payments and handling repairs.

Employment History
Current Registrations
Fisher Investments
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Empower Advisory Group, LLC
April 2023 - January 2024 · 9 mos
Personal Capital Advisors Corporation
May 2017 - April 2023 · 5 yrs 11 mos
VALIC Financial Advisors, INC.
February 2014 - May 2017 · 3 yrs 3 mos
VALIC Financial Advisors, INC.Broker
January 2014 - May 2017 · 3 yrs 4 mos
Fidelity Brokerage Services LLCBroker
March 2013 - December 2013 · 9 mos
State Registrations2 states
FLTX
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.