Margaret
Chan

Fisher Investments

CRD#5577320
Investment Advisor
in San Mateo, CA

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About this Advisor

Margaret Chan is a financial advisor operating out of San Mateo, California who has 15 years of industry experience. Chan works at Fisher Investments. They have been an employee of Fisher Investments for all of their career. Chan maintains a Series 65 license, designating them as an investment advisor representative, and can work in California and Texas. Fisher Investments is a company based out of Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 employees. It oversees $192 billion in assets between its 269,289 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 37 charities and foundations. Of its 269,289 customer accounts, 46% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fee schedules usually are based on which service is offered. However, fee types billed by Fisher Investments likely consist of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1450 Fashion Island Blvd
San Mateo, CA 94404

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

CA Average: $3,042,739,679
Total Number of Employees

3,349

CA Average: 49
Total Number of Accounts

269,289

CA Average: 2,315
Average Account Size

$714,467

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Margaret Chan Work History

Margaret has been registered as a financial advisor for 15 years.*

2004 - Present (20 years)

Fisher Investments

*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 Margaret Chan 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 Fisher Investments

Roma Miller
Plano, TX
Brandon Ferree
Camas, WA
Patrick Mccormick
Westerville, OH
Frank Fontanella
Marietta, GA
Marcel Dumont
Tampa, FL
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Theodore Stern
Plano, TX

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.

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