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John William Ostman

Fisher Investments

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About John William Ostman

John William Ostman is an Investment Advisor Representative at Fisher Investments. John William Ostman has been in the industry since August 2024 and is registered in California. John William Ostman is currently employed at Fisher Investments in San Mateo, California. John William Ostman has been employed at several other firms in the past including OCS Costa Rica, FPT Software, Intel Corporation, Cargill, 3M, Berkeley Academy for Multicultural Studies, Aspen Pharmaceuticals, and Hewlett Packard Enterprises. John William Ostman has passed the Uniform Investment Adviser Law Examination. John William Ostman specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, and other specialized services.

Firm Information

John Ostman 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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John Ostman’s Registration & Firm History

NA

10/16/2024 - Present

Fisher Investments (Heredia )

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John William Ostman.
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