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Chase Billups

10 Years of Experience
Plano, TX

Chase Billups is a registered investment advisor at Fisher Investments, based in Plano, TX, with 10 years of industry experience. Chase 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 Parkway, Suite 2050, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Fisher Investments
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
National Asset Management, INC.
October 2020 - September 2021 · 11 mos
National Securities CorporationBroker
October 2020 - September 2021 · 11 mos
National Asset Management, INC.
February 2018 - April 2020 · 2 yrs 2 mos
National Securities CorporationBroker
August 2017 - April 2020 · 2 yrs 8 mos
Wfg Investments, INC.Broker
February 2015 - August 2017 · 2 yrs 6 mos
Fidelity Brokerage Services LLCBroker
October 2014 - February 2015 · 4 mos
State Registrations1 state
TX
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.