Fischer Financial Services Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$564,582,516
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
582
25% high-net worth
Total advisors
3
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
194
Average account size
$970,073
Client services
Portfolio management
Fee options
$0 - $1,250,000: 1.00% $1,250,001 - $3,000,000: 0.75% $3,000,001+: Negotiable
Account minimum: $250,000 for private client accounts (may be waived under special circumstances); $5,000,000 for institutional accounts (may be waived under special circumstances); no minimum for non-discretionary ERISA 3(21) services Fee-only: Annual fees payable quarterly in advance based on tiered percentage of assets under management; no commissions or performance-based fees.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Fischer Financial Services Inc
4431 North Front Street, Suite 105
Harrisburg PA 17110, United States
Number of offices
1
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