Theodore Fish is a registered investment advisor at Fish Advisory, LLC, based in Santa Fe, NM, with 5 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $3.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees may be reduced for sizable accounts with assets in excess of several million dollars.
Fee Estimator
Location
Santa Fe, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Theodore is the Owner/CEO of Fish Leadership Consulting, LLC, providing leadership and strategic consulting services, dedicating nearly full-time hours to it. He also serves as President of the Board for Link Hands for Humanity and is a shareholder/CEO of BiblioHive, LLC and Owner/CEO of Philos Institute, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Fish Advisory, LLC
State Registrations1 state
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