Jeffrey Fisher is a registered investment advisor at Prota Financial, based in Houston, TX, with 3 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 673 clients with $270M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
1980 Post Oak Blvd, Suite 200, Houston, TX, 77056-3845
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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
Jeffrey performs accounting/CPA work for Etaxnotes, LLC, dedicating about three-quarters of his time to this activity. This activity is not investment related.
Employment History
Current Registrations
Prota Financial
State Registrations2 states
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