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Alexander Criddle

4 Years of Experience
Plano, TX

Alexander Criddle is a registered investment advisor at Fisher Investments, based in Plano, TX, with 4 years of industry experience. Alexander 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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Employment History
Current Registrations
Fisher Investments
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - December 2023 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2023 - December 2023 · 11 mos
Equitable Advisors, LLC
February 2022 - December 2022 · 10 mos
Equitable Advisors, LLCBroker
December 2021 - December 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.
Alexander Criddle - Financial Advisor | TrueAdvisor