Harrison
Bosch

Fisher Investments

CRD#7125639
Investment Advisor
in Dallas, TX

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About this Advisor

Harrison Bosch is a financial advisor operating out of Dallas, Texas with 1 year of industry experience. Bosch is an employee of Fisher Investments. Bosch has gained experience at Fisher Investments, Darden Company, University Of North Dakota and Chanhassen High School. Bosch holds a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Texas. Fisher Investments is an advisory business that has its headquarters in Plano, TX. It has offices in 14 locations and a total of 3,349 financial advisors. It administers $192 billion in total assets among its 269,289 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 37 charitable organizations. Of its 269,289 customer accounts, 46% belong to high-net-worth clients who have greater than $1 million in assets. Fisher Investments performs a wide array 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. Fees for financial advice typically are based on which service is offered. Fees billed by Fisher Investments can consist of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

2500 International Parkway Suite 2050
Dallas, TX 75204

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

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

3,349

TX Average: 49
Total Number of Accounts

269,289

TX Average: 2,315
Average Account Size

$714,467

TX 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

Harrison Bosch Work History

Harrison has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Fisher Investments

2018 - 2020 (2 years)

Darden Company

2016 - 2020 (4 years)

University Of North Dakota

2012 - 2016 (4 years)

Chanhassen High School

*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 Harrison Bosch 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

Brandon Ferree
Camas, WA
Abdulaziz Dakhil
Plano, TX
Melissa Sullivan
Plano, TX
Frank Fontanella
Marietta, GA
Ryan Dippold
Plano, TX
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Patrick Mccormick
Westerville, OH

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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