Dean
Julian
Fischer Investment Strategies, LLC
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About this Advisor
Dean Julian is a financial advisor operating in Westlake Village, California who has 5 years of relevant experience. Julian is on the advisory team at Fischer Investment Strategies, LLC. They have been with Fischer Investment Strategies, Llc for all of their career. Julian holds a Series 65 license, designating them as an investment advisor representative, and is approved to work in California. Fischer Investment Strategies, LLC is a firm operating out of Westlake Village, CA. It has just four financial advisors. It handles $155 million in total assets between its 834 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 834 customer accounts, 31% are associated with high-net-worth clients who have at least $1 million in investable assets. Fischer Investment Strategies, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually are based on which services are provided. However, fee types charged by Fischer Investment Strategies, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fischer Investment Strategies, LLC Brokerage Details
$154,750,441
4
834
$185,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Dean Julian Work History
Dean has been registered as a financial advisor for 5 years.*
Dean Julian
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dean Julian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fischer Investment Strategies, LLC
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
