Fisher Investments has received mixed reviews from clients, with significant variation in experiences. Some clients report high satisfaction, citing strong investment performance, personalized service, and effective portfolio management. One client noted that their portfolio consistently outperformed expectations, returning over 10% annually since the Covid-19 pandemic, and praised the advisor's responsiveness and communication.2 Another client highlighted exceptional returns, with a nearly 48% return in an IRA in 2023, and appreciated access to tax and Social Security experts, describing the service as comprehensive and fiduciary-focused.6 A long-term client also affirmed that the firm’s performance net of fees exceeded the MSCI benchmark, and they valued the ongoing support and strategic guidance.7

However, numerous clients have expressed dissatisfaction, particularly regarding sales tactics and customer service. Many reviewers describe aggressive marketing, including relentless phone calls and emails—even after being asked to stop—and feel pressured to invest quickly without sufficient time to understand the process.2 Some clients report being treated dismissively or condescendingly, with advisors perceived as arrogant and overly focused on investment jargon, making the experience unsuitable for those with limited financial knowledge.2 A few clients have also reported being dropped from the firm without explanation after requesting account changes, and others noted that advisors ghosted them after significant losses.2 One client described the experience as “dreadful” and “the worst ever from any Fin Advisor,” citing unethical behavior and inconsistent advice.2

Employee reviews on Glassdoor reflect a similarly mixed picture. The company holds an overall rating of 3.7 out of 5 based on over 1,900 reviews, though this has declined by 4% over the past year.2 While 62% of employees would recommend working at Fisher Investments, and compensation and benefits are rated 3.9 out of 5, concerns include a toxic culture, long hours, excessive red tape, and a lack of work-from-home options.2 Some employees also criticized upper management for being disconnected from frontline roles and for promoting inexperienced managers due to rapid growth.2 Conversely, positive feedback highlights strong training, good work-life balance in certain roles, and valuable benefits such as paid parental leave.2

Fisher Investments manages over $265 billion in assets across more than 150,000 clients globally, primarily serving high-net-worth individuals with a minimum investment requirement of $500,000, though smaller accounts may be considered on a case-by-case basis with a higher fee of 1.50%.5 The firm operates on a fee-only model, charging a percentage of assets under management (AUM), with fees ranging from 1.0% to 1.5% depending on account size, which are considered higher than the industry average.45 While the firm emphasizes transparency and fiduciary duty, critics argue that the high fees may not be justified, especially when compared to low-cost alternatives like ETFs.45 The firm does not offer brokerage services, requiring clients to rely on advisors for all portfolio actions, and its digital platform is described as basic and not designed for independent trading.5

Overall, Fisher Investments is viewed as a reputable firm with strong research and personalized investment strategies, particularly appealing to experienced investors seeking hands-off management and comprehensive financial planning.5 However, its high fees, aggressive sales practices, and inconsistent client experiences—especially in communication and responsiveness—remain significant concerns for many potential clients.25