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Timothy Yazawa

10 Years of Experience
St Louis, MO
1 Disclosure

Timothy Yazawa is a registered investment advisor at Fisher Investments, based in St Louis, MO, with 10 years of industry experience. Timothy 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

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 6 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.