Charles Young is a registered investment advisor at Fisher Investments, based in Plano, TX, with 7 years of industry experience. Charles 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
6505 International Parkway, Suite 2050, Plano, TX, 75093
Get directionsHistory
Regulatory History (1)
Financial
September 2016Other Business Activities
Charles is the 100% owner of Hydrous Clothing Company, where he makes and sells necklaces. He spends about 10-20% of his time on this activity, primarily outside of trading hours.
Employment History
Current Registrations
Fisher Investments
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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.