Fischer Financial Services Inc
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Overview
Fischer Financial Services Inc is a financial advisory company that has its headquarters in Harrisburg, Pennsylvania. It has $404.6 million in total assets across 1,089 customer accounts, placing it among the bigger firms in the United States by assets under management (AUM). The company has a small team, including 3 financial advisors. Fischer Financial Services Inc does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, bonds and equities.
Fischer Financial Services Inc administers all of the firm's client assets on a discretionary basis. Discretionary management signifies that buy and sell choices for the client's account are made by an investment advisor without requiring the customer's consent. The firm administers roughly $371,504 in assets for each client account. The average financial advisor at Fischer Financial Services Inc administers around 363 client accounts.
Fischer Financial Services Inc's central office is at 4431 North Front Street, Harrisburg, Pennsylvania 17110. The company is legally registered to provide services to clients across 7 states, including Arizona, Florida, New Jersey, New York, North Carolina, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fischer Financial Services Inc by the Numbers
$404.6 million
6
1,089
$371.5 thousand
Fee Structure
Financial management fees typically are based on which service is provided. Fees billed by Fischer Financial Services Inc typically consist of the following fee type: asset-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a number of different investors. The firm provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,089 clients, Fischer Financial Services Inc's largest client is retail investors, though it also serves 130 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 23.34%
- Other Individuals - 75.4%
- Corporations - 1.08%
- Charitable Organizations - 0.18%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fischer Financial Services Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Fischer Financial Services Inc
Harrisburg, PA
Harrisburg, PA
Harrisburg, PA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.