Unclaimed
Nathan Carlyle Fisher is a registered Investment Advisor Representative with Fisher Retirement Solutions LLC. Fisher Retirement Solutions LLC is a Registered Investment Advisor with the State of Texas, and has over $4.9 Billion in regulatory assets under management. The firm's primary client types include pension and profit-sharing plans, state or municipal government entities, and individuals. The firm's primary advisory services include portfolio management for businesses and pension consulting. Nathan Fisher also manages real estate portfolios for MNF Properties and Bridgeway Properties.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
07/11/2024 - Present
Fisher Retirement Solutions LLC (PLANO TX)
IA
Issued 03/12/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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