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Sam Lerner

Fisher Investments

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About Sam Lerner

Sam Lerner is an investment advisor representative associated with Fisher Investments, registered with the state of California and Texas. Sam Lerner is a Series 65 licensed individual with over 2 years of experience in the financial industry and specializes in providing portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. Sam Lerner has access to client assets of over $298.73 billion, and primarily focuses on providing financial planning and portfolio assessment advisory services to insurance companies, high-net-worth individuals, charitable organizations, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations, and individuals.

Firm Information

Sam Lerner 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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Sam Lerner’s Registration & Firm History

CA

07/26/2024 - Present

Fisher Investments (San Mateo CA)

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Licenses & Designations

IA

Issued 07/25/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sam Lerner.
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