Rafael Nunez is a registered investment advisor at Fisher Investments, based in Plano, TX, with 9 years of industry experience. Rafael 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
6500 International Parkway, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rafael owns two rental properties in Alaska and is a sales partner for Juice Plus. He is also involved in an affiliate program for an HNT mining project, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Edward Jones
Edward JonesBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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