Unclaimed
Blake Fostvedt is a Chartered Financial Analyst and Investment Advisor Representative registered with Fisher Investments. Blake has over 10 years of experience in the financial services industry, previously working with several institutions including Valley National Bank, Freedom Bank and Seacoast Bank. Blake is active in the industry, holding both Florida and Texas licenses as an Investment Advisor Representative. In addition to his work with Fisher Investments, Blake is also the Managing Member of UD Investments, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/16/2023 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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