Ryan Shiflett is a registered investment advisor at Fisher Investments, based in Heredia, with 1 years of industry experience. Ryan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Zona Franca America, Edifício E21, sexto piso, San Francisco, Heredia, 40103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ryan works as a travel advisor (independent contractor) for Fora Travel since July 2024, providing travel planning services and building custom itineraries. This activity takes about 10-20% of Ryan's time and is not investment-related.
Employment History
Current Registrations
Fisher Investments
State Registrations1 state
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