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  2. Fisher Investments - Wikipedia

    en.wikipedia.org/wiki/Fisher_Investments

    The firm incorporated Fisher Investments Europe Limited in 1999 with its headquarters in London. [10] Later it expanded the firm's US operations by opening offices in Vancouver, Washington; Plano, Texas; and Tampa, Florida. [11] [12] The firm also entered into a joint venture in Germany to offer investment services as Grüner Fisher Investments ...

  3. Kenneth Fisher - Wikipedia

    en.wikipedia.org/wiki/Kenneth_Fisher

    Kenneth Lawrence Fisher (born November 29, 1950) is an American billionaire investment analyst, author, and the founder and executive chairman of Fisher Investments, a fee-only financial adviser. Fisher's Forbes "Portfolio Strategy" column ran from 1984 to 2017, making him the longest continuously-running columnist in the magazine's history. [ 2 ]

  4. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser is generally compensated through fees, commissions, or a combination of both. For example, a financial adviser may be compensated in one or more of the following ways: [4] An hourly fee for advisory services; A flat fee, such as $3,500 per year, for an annual portfolio review or $5,000 for a financial plan.

  5. Are financial advisor fees tax deductible? - AOL

    www.aol.com/finance/financial-advisor-fees-tax...

    As of January 2018, these fees no longer contribute to reducing your tax bill. Before the TCJA, investors could deduct financial advisor fees if they exceeded 2 percent of their adjusted gross ...

  6. A beginner’s guide to investment styles and which one works ...

    www.aol.com/finance/beginner-guide-investment...

    An active investment strategy involves choosing investments that you believe will outperform the broader market, while a passive strategy involves choosing funds that track broad market indexes ...

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  8. List of asset management firms - Wikipedia

    en.wikipedia.org/wiki/List_of_asset_management_firms

    An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...

  9. Gregg S. Fisher - Wikipedia

    en.wikipedia.org/wiki/Gregg_S._Fisher

    By 2006, he had become one of the first investment managers to offer factor investing. [4] From 2010 to 2014, Fisher launched factor-based mutual funds in the global growth equity and real estate investment trust (REIT) categories. [5] [6] Fisher collaborates on research with academics including Sheridan Titman. He founded the Gerstein Fisher ...

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