Alexander Moser is a CFP-designated registered investment advisor at Fisher Investments, based in Tampa, FL, with 11 years of industry experience. Alexander 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
3109 W Dr. Martin Luther King Boulevard, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is the co-owner and operator of Moser Family Consulting LLC, which consults with non-profit animal shelters on veterinarian practices. He spends a few hours per week on financial statements, business management, and order fulfillment.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
State Registrations2 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.