CP
CP

Cedomir Prtenjak

4 Years of Experience
Plano, TX

Cedomir Prtenjak is a registered investment advisor at Fisher Investments, based in Plano, TX, with 4 years of industry experience. Cedomir 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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Cedomir buys cars and sends them to a connection in Las Vegas for a car rental business, leveraging the Turo platform. This requires minimal time commitment from Cedomir as the connection handles all aspects of the rental process.

Employment History
Current Registrations
Fisher Investments
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Equitable Advisors, LLCBroker
September 2021 - July 2022 · 10 mos
Prudential Financial Planning Services
October 2020 - August 2021 · 10 mos
Pruco Securities, LLC.Broker
July 2020 - August 2021 · 1 yr 1 mo
State Registrations2 states
TXWA
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.