Joshua Davis is a registered investment advisor at Fisher Investments, based in Tampa, FL, with 6 years of industry experience. Joshua 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3109 W Dr. Martin Luther King Bolevard, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Joshua owns and operates/refills vending machines under the business name Jackson Dalton and Davis since 2022. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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