Nickolas
Bortells
Fisher Investments
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About this Advisor
Nickolas Bortells is a financial advisor operating in Plano, Texas with 2 years of relevant experience. Bortells is an advisor for Fisher Investments. Over the course of their career, Bortells has held roles at Fisher Investments, Abbott Laboratories - Nutrition, Abbott Laboratories - Diabetes Care, Barfresh, Nordstrom, Buffalo Wild Wings, Inhouse Creative Solutions, Iona College and University Of San Francisco. Bortells maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Texas. Fisher Investments is an advisory business based out of Plano, TX. The firm has offices in 14 locations and a total of 3,349 advisors. It controls $192 billion in assets under management across its 269,289 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 37 charities and foundations. Of its 269,289 customer accounts, 46% belong to high-net-worth individuals who have at least $1 million in investable assets. Fisher Investments performs 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. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by Fisher Investments most likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
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
Nickolas Bortells Work History
Nickolas has been registered as a financial advisor for 2 years.*
Fisher Investments
Fisher Investments
Abbott Laboratories - Nutrition
Abbott Laboratories - Diabetes Care
Barfresh
Nordstrom
Nordstrom
University Of San Francisco
Buffalo Wild Wings
Inhouse Creative Solutions
Iona College
*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 Nickolas Bortells 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
San Mateo, CA
Plano, TX
Westerville, OH
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
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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