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James P Neidinger

Fisher Investments

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About James P Neidinger

James Neidinger is a registered Investment Advisor Representative with Fisher Investments. James has been in the industry since July 2013 and is registered with the state of Texas. James is a Series 65 license holder and specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles. Fisher Investments is an investment firm with assets under management of over $300 billion and a staff of over 2400 Investment Advisor Representatives. The firm specializes in managing assets for high-net-worth individuals, families, institutions, and other clients. The firm provides various services including financial planning, portfolio management, and investment research.

Firm Information

James Neidinger 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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James Neidinger’s Registration & Firm History

TX

09/02/2017 - Present

Fisher Investments (PLANO TX)

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Licenses & Designations

IA

Issued 02/25/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James P Neidinger.
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