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Grace Hannah Kupfer

Fisher Investments

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About Grace Hannah Kupfer

Grace Kupfer is a registered investment advisor representative with Fisher Investments. Grace has been in the financial services industry for over 6 years. Grace is currently registered in Texas and has passed the Series 65 and Series 3 exams. Grace specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Grace has experience working with a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, and corporations. Grace's focus is on providing clients with personalized investment advice and strategies that are tailored to their individual needs and goals.

Firm Information

Grace Kupfer is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Grace Kupfer’s Registration & Firm History

TX

07/07/2022 - Present

Fisher Investments (PLANO TX)

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Licenses & Designations

IA

Issued 07/07/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/2016

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 10/24/2016

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grace Hannah Kupfer.
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