Andrew Fisher is a registered investment advisor at Pathsetter Financial, based in Coppell, TX, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.35% |
| $1.0M - $1.5M | 0.30% |
| $1.5M+ | 0.25% |
The annual fees are negotiable. PathSetter Financial does not offer investment management as a stand-alone service. The above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
Coppell, TX
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Andrew is a Principal at Fisher WO Advisors, LLC, a supply chain consulting firm, since February 2021. He dedicates about 10-20% of his time to providing consulting services, including some time during securities trading hours.
Employment History
Current Registrations
Pathsetter Financial
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.