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Abdulaziz Albasri

12 Years of Experience

Abdulaziz Albasri is a registered investment advisor at Fisher Investments, based in Plano, TX, with 12 years of industry experience. Abdulaziz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 174,538 clients with $300B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2458 advisors
Number of Clients
174,538 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$298.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

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Location

6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222

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History

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.

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Employment History
Current Registrations
Fisher Investments
December 2017 - Present · 8 yrs 4 mos
Previous Registrations
PNC InvestmentsBroker
August 2014 - December 2017 · 3 yrs 4 mos
PNC Investments
August 2014 - December 2017 · 3 yrs 4 mos
Morgan Stanley
September 2013 - May 2014 · 8 mos
Morgan StanleyBroker
July 2013 - May 2014 · 10 mos
State Registrations1 state
FL
Advisor

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.
Abdulaziz Albasri - Financial Advisor | TrueAdvisor