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Moab Schiers

4 Years of Experience
Plano, TX
1 Disclosure

Moab Schiers is a registered investment advisor at Fisher Investments, based in Plano, TX, with 4 years of industry experience. Moab 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 (1)
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Financial
December 2018
Final
Employment History
Current Registrations
Fisher Investments
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2022 - February 2024 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2022 - February 2024 · 1 yr 2 mos
Fidelity Personal and Workplace Advisors
December 2021 - October 2022 · 10 mos
Fidelity Brokerage Services LLCBroker
October 2021 - October 2022 · 1 yr
State Registrations1 state
TX
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.
Moab Schiers - Financial Advisor | TrueAdvisor