FISHER & WIENS WEALTH MANAGEMENT, LLC
Danville, California
Fisher & Wiens Wealth Management, LLC is a reputable small investment advisory firm headquartered in Danville, CA. With one office, they serve a diverse clientele, consisting of over 200 individual clients, and manage a substantial total of $185,613,000 in assets. The firm boasts an experienced team of two employees, one of whom specializes in providing comprehensive investment advisory services. Fisher & Wiens Wealth Management, LLC stands out in the industry due to its impressive average assets under management per investment advisor, which amounts to approximately $185,610,000. This figure surpasses the industry average, refle...
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Assets Under Mgmt

$185.61M

Investment Professionals

1

Locations

0

% 401K & Individual

42%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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