Wilson Fisher is a registered investment advisor at Amg Funds LLC, based in Hermosa Beach, CA, with 26 years of industry experience. Wilson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 5 clients with $19B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$19.0B
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Location
Hermosa Beach, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Amg Funds LLC
June 2010 - Present · 15 yrs 10 mos
Amg Distributors, INC.
February 2004 - Present · 22 yrs 2 mos
Amg Distributors, INC.Broker
February 2004 - Present · 22 yrs 2 mos
Previous Registrations
Managers Investment Group LLC
May 2005 - June 2010 · 5 yrs 1 mo
Burridge Group LLC
April 2004 - May 2005 · 1 yr 1 mo
Jackson National Life Distributors, INC.Broker
September 1999 - February 2004 · 4 yrs 5 mos
State Registrations5 states
AZCACTHIIL
AdvisorBroker
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.