WebJun 25, 2024 · June 25, 2024. By Bruce Kelly. A Securities and Exchange Commission investigation into mutual fund marketing fees, and costs related to investor lawsuits, could cost Berthel Fisher & Co. Financial ... WebOct 6, 2011 · One was a lawsuit, filed by investor Maurine Ford, who says that Fisher Investments purchased her assets in 2008; prior to that, her living trust was managed …
Fisher’s Firm Told to Pay $376,000 on Retiree Investment Losses
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Did She Pay $1 Million In Taxes Due To Billionaire Firm
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