Erin Fischer
Advisor at Invariant Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Invariant Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Camp Hill, PA 17011
Credentials
Series 65
Industry experience
1 year
Erin Fischer is a financial advisor with Invariant Investment Management, holding a Series 65 designation and five years at the firm. Her prior work experience includes roles outside the financial industry, including at LingaTech. Invariant Investment Management provides portfolio management and financial planning services to individuals, trusts, business entities, and charitable organizations. The firm uses a combination of investment approaches, including modern portfolio theory and fundamental and technical analysis, to tailor advice based on individualized investment policy statements and client goals.
Based on Invariant Investment Management
Platform consulting services charged a flat fee per engagement; maximum fixed fee of $5,000 for one-time financial planning services
1.50% annually
Ongoing financial planning services charged $125 to $250 per month
Fee-only: Fixed fees for standalone financial planning services, typically ranging from $1,000 to $2,000 up front plus $125 to $250 per month
200 Grandview Avenue, Suite 103
Camp Hill, PA 17011
Pennsylvania
Invariant Investment Management
2021 - Present (5 years)
Unemployed
2019 - 2021 (2 years)
LingaTech
2018 - 2019 (1 year)
Unemployed
2015 - 2019 (4 years)
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