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Tarainia Mcdaniel

10 Years of Experience
Plano, TX

Tarainia Mcdaniel is a registered investment advisor at Fisher Investments, based in Plano, TX, with 10 years of industry experience. Tarainia 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

Tarainia owns TIS Financial LLC, a car rental business, since August 2023. She spends a few hours per week managing the business, renting cars on ride-sharing apps.

Employment History
Current Registrations
Fisher Investments
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - June 2023 · 4 yrs 11 mos
Strategic Advisers LLC
December 2016 - July 2018 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
September 2015 - June 2023 · 7 yrs 9 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.
Tarainia Mcdaniel - Financial Advisor | TrueAdvisor