WebSep 4, 2024 · Fisher Investments’ last 13F filing revealed an equity portfolio worth $66.32 billion as of the end of June. The portfolio, which contains over 750 positions, is highly diversified across... WebFisher Investments Jan 2024 - Present2 years 11 months Plano, Texas 401k Plan Specialist ADP Dec 2016 - Jan 20243 years 2 months Salem, New Hampshire Planning …
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WebGreen color: Wealth Generating Information supported by footnote 5: Blue color: Non-wealth Generating ... The Fisher Average fee (1.40%) represents the fees an average Fisher Investments 401(k) client would pay as of 12/31/20, based on a $2mil 401(k) plan with 50 participants; Ascensus for bundled recordkeeping (.33%); and the weighted average ... fresh auto savigny
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