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Timothy Yazawa

11 Years of Experience
St Louis, MO
1 Disclosure

Timothy Yazawa is a registered investment advisor at Fisher Investments, based in St Louis, MO, with 11 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2984 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)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.85%
$25.0M - $50.0M0.80%
$50M+0.80%

Rates vary by investment strategy. The schedule shown reflects standard rates for core global equity strategies. Other strategies have different schedules, and fees for amounts above certain thresholds are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

St Louis, MO

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History

Regulatory History (1)
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Customer Dispute
May 2018
Denied
Employment History
Current Registrations
Fisher Investments
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
February 2021 - October 2024 · 3 yrs 8 mos
Fidelity Brokerage Services LLCBroker
February 2021 - October 2024 · 3 yrs 8 mos
TD Ameritrade, INC.
February 2015 - January 2021 · 5 yrs 11 mos
TD Ameritrade Investment Management, LLC
February 2015 - December 2020 · 5 yrs 10 mos
TD Ameritrade, INC.Broker
February 2015 - January 2021 · 5 yrs 11 mos
State Registrations2 states
MOTX
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.
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