Unclaimed
Matthew Patrick Hagen is an investment advisor representative with Fisher Investments. Hagen is registered in California and has been working in the industry since July 2006. Hagen is affiliated with the San Mateo and Plano branches of Fisher Investments. Hagen specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Hagen has also indicated that he provides other advisory services such as portfolio assessments.
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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CA
11/24/2009 - Present
Fisher Investments (SAN MATEO CA)
IA
Issued 12/01/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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