Advisor at Diligent Investors, LLC
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.
Firm
Diligent Investors, LLC
Location
Redlands, CA 92374
Credentials
Series 66
Industry experience
26 years
Henk Fischer is a financial advisor at Diligent Investors, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Diligent Investors and M.S. Howells & Co. since 2016. In addition to his advisory role, Fischer advises clients on fixed annuities through a separate annuity marketing firm. Diligent Investors provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs fundamental analysis and proprietary asset-allocation models to create tailored portfolios, managing discretionary accounts and wrap fee programs for a diverse client base.
Based on Diligent Investors, LLC
Based on Diligent Investors, LLC
Flat fees up to $5,000 for Financial Planning & Consulting services
Up to $250 per hour for Financial Planning & Consulting services
Fee-only: Hourly fee up to $250/hour; Flat fees up to $5,000 for Financial Planning & Consulting
1447 Ford Street, Suite 200
Redlands, CA 92374
California
M.S. Howells & CO
2016 - Present (10 years)
Diligent Investors
2016 - Present (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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