AM
AM

Andrew Mangin

11 Years of Experience
Park City, UT

Andrew Mangin is a registered investment advisor at Fisher Investments, based in Park City, UT, with 11 years of industry experience. Andrew 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.

Loading...

Location

Park City, UT

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Fisher Investments
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Morgan Stanley
October 2018 - December 2021 · 3 yrs 2 mos
Morgan StanleyBroker
October 2018 - December 2021 · 3 yrs 2 mos
Highland Capital Funds Distributor, INC.Broker
January 2017 - October 2018 · 1 yr 9 mos
Eaton Vance Management
November 2015 - January 2017 · 1 yr 2 mos
Eaton Vance Distributors, INC.Broker
August 2015 - January 2017 · 1 yr 5 mos
Sentinel Financial Services CompanyBroker
October 2014 - August 2015 · 10 mos
State Registrations3 states
TXUTWI
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.
Andrew Mangin - Financial Advisor | TrueAdvisor