Katharine
Hart
Fisher Retirement Solutions LLC
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About this Advisor
Katharine Hart is a financial advisor based in Plano, Texas, working with Fisher Retirement Solutions LLC. Katharine has previously worked at Fisher Investments and Fisher Retirement Solutions. Katharine has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Katharine is part of Fisher Retirement Solutions LLC, which operates one office and has 133 employees. The firm manages $5.5 billion in assets and offers services such as portfolio management for institutional clients and pension consulting services. The fee structure at Fisher Retirement Solutions LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fisher Retirement Solutions LLC Brokerage Details
$5,461,349,416
133
1,768
$3,088,999
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
Katharine Hart Work History
Fisher Retirement Solutions
Fisher Investments
Disclosures
Please visit the SEC profile of Katharine Hart 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 Retirement Solutions LLC
Plano, TX
Plano, TX
Vancouver, WA
Plano, TX
Plano, TX
South Jordan, UT
Vancouver, WA
Eagle Mountain, UT
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