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Fisher Norris

3 Years of Experience
Hattiesburg, MS
Broker

Fisher Norris is a registered investment advisor at Osaic Wealth, INC., based in Hattiesburg, MS, with 3 years of industry experience. Fisher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

3000 Highway 589, Suite A, Hattiesburg, MS, 39402

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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

Fisher works as a Financial Professional at Ryan Financial Services, advising clients. This activity is investment-related and takes nearly all of Fisher's time.

Employment History
Current Registrations
Osaic Wealth, INC.
January 2024 - Present · 2 yrs 4 mos
Osaic Wealth, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Woodbury Financial Services, INC.
January 2023 - January 2024 · 1 yr
Woodbury Financial Services, INC.Broker
November 2022 - January 2024 · 1 yr 2 mos
State Registrations4 states
LAMSPATX
AdvisorBrokerBoth

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.