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Ksenia Stetsen

6 Years of Experience
Plano, TX

Ksenia Stetsen is a registered investment advisor at Fisher Investments, based in Plano, TX, with 6 years of industry experience. Ksenia 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.

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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Other Business Activities

Ksenia owns Flipping Out LLC, a fix and flip real estate business, since June 2021. She dedicates about 10-20% of her time to this activity, with no time spent during securities trading hours.

Employment History
Current Registrations
Fisher Investments
May 2019 - Present · 7 yrs
State Registrations3 states
FLTXWA
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.
Ksenia Stetsen - Financial Advisor | TrueAdvisor