They have a fairly good track record of beating their benchmark (MSCI World Index) and typically perform better than the market. They also aren’t a scummy brokerage firm who sells you products with layers of fees. Answer from No_Quality6431 on reddit.com
Fisher Investments
fisherinvestments.com › home › personal wealth management › how we're different › fees
Fees | Personal Wealth Management | Fisher Investments
View Transcript For the A Competitive Fee, and No Commissions video ... At Fisher Investments, we understand the issues fees raise. Hence, we offer a simple and competitive tiered advisory fee based on your portfolio's size.
Reddit
reddit.com › r/personalfinance › fisher investments - worth it for retired people?
r/personalfinance on Reddit: Fisher Investments - worth it for retired people?
August 9, 2023 -
Yes, they charge a fee (1.25% of invested amount) annually. Which obviously isn't awesome, even assuming they can beat the general market which isn't likely. But, for that same fee, you also have access to planning people who help with things like estate planning, trusts, long-term care policies, planning when to sell different assets like real estate, when to take Social Security, planning around when a spouse should retire, etc.
I'm interested in opinions, especially from anyone who's retired early and used them.
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They have a fairly good track record of beating their benchmark (MSCI World Index) and typically perform better than the market. They also aren’t a scummy brokerage firm who sells you products with layers of fees.
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If they will draft your estate documents and also file your taxes, sure why not. If not, look at creative planning or similar. I’ve seen commercials from both. Creative planning is comparable in pricing but offers more imho.
If Fisher Investments fees are ZERO (while every other aspect and quality is remains same as now) would you try them? - Bogleheads.org
I know, there is a lot of negative sentiment about Fisher investments and other managed investments which charge fees based upon AUM. I am looking to have thoughts/opinions strictly based upon their performance track records. I am currently investing in 3 fund portfolio and I am not too unhappy. More on bogleheads.org
Be Very Careful Before Using Fisher Investments
My first question was “How did your fund perform last year?” He said 21% gain after fees. I pointed out that S&P ETFs ($SPY) grew at about 25% underperforming the S&P 500 is not necessarily a crisis, and comparing everything in the world to the S&P 500 is not a fantastic long-term strategy. a properly diversified portfolio will have elements that are disappointing at the moment. Everyone on reddit has been neglecting international stocks lately, because they've underperformed VOO over the last 5-10 years. it's a constant chant of "Just buy VOO, just buy VOO, just buy VOO". but in recent months international stocks are destroying US stocks, often by very large margins. when things change, they can change very quickly and it's often too late to adjust. More on reddit.com
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March 8, 2025Intel on Fisher Investments?
Just tell the client you’re a fiduciary and when they do better you do better.. but better. Lol More on reddit.com
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January 29, 2025Thoughts on Fisher Investments?
Fidelity…. More on reddit.com
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January 24, 2025Is Fisher Investments worth the fee?
This is a matter of opinion. I personally do not think it’s worth it, but many of Fisher’s clients are more than happy to pay the fees, which are slightly higher than the industry average, to gain access to its Investment Policy Committee and other financial planning services.
stockanalysis.com
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Fisher Investments Review 2025: Is It Worth the Fees?
How does Fisher Investments make money?
Fisher Investments is a fee-only advisor, which means it makes money by charging a percentage fee based on its clients’ assets.
stockanalysis.com
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Fisher Investments Review 2025: Is It Worth the Fees?
What do people say about Fisher Investments?
Fisher Investments has 3/5 stars on Trustpilot, which isn’t uncommon for financial advisors. However, it does have 175,000+ clients, so a lot of people are content with the level of service it provides.
stockanalysis.com
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
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Should I Invest with Fisher Investments? (Updated in 2025) - YouTube
Unbiased
unbiased.com › discover › investing › vanguard-vs-fisher
Fisher Investments vs Vanguard | Unbiased - unbiased.com
May 29, 2025 - When it comes to their brokerage offering, the firm offers $0 trading for ETFs, options trading at $1.00 per contract to trade, a number of free options trades for investors with more than $1 million in assets, free Vanguard-managed funds, a ...
StockAnalysis
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
August 26, 2025 - If you have a portfolio of $2 million, your annual fee would be $23,750 (or 1.1875%, $12,500 + $11,250). As mentioned above, Fisher Investments will take clients with less than $1 million of investable assets on a case-by-case basis.
Unbiased
unbiased.com › discover › financial-advice › edelman-financial-engines-vs-fisher-investments
Fisher Investments vs. Edelman Financial Engines | Unbiased - unbiased.com
1 week ago - Global investment opportunities, allowing for greater diversification. No trading commissions or inactivity fees. Fisher Investment careers are available globally.
Unbiased
unbiased.com › discover › financial-advice › captrust-vs-fisher-investments
CAPTRUST vs. Fisher Investments | Unbiased - unbiased.com
1 week ago - The firm requires an account minimum of $500,000 and investments up to $1 million, and it charges fees of 1.25% AUM per annum. Investments of up to $4 million are charged at 1.125% per annum, and Fisher Investments financial advisor clients ...
Fisher Investments
fisherinvestments.com › home › resource library › fisher investments faq
FAQ | Fisher Investments
We manage a variety of investment strategies for our global private and institutional clients—and we calculate and report performance based on Global Investment Performance Standards (GIPS®). To learn more about the investment strategy that might be most appropriate for your situation—including its historical performance figures—please contact Fisher Investments at (888) 823-9566. ... We use a tiered fee structure that’s based on your portfolio’s size.
SmartAsset
smartasset.com › home › top financial advisors - us › texas › fisher investments review
Fisher Investments Review | SmartAsset.com
Fisher Investments was founded in 1979 by Ken Fisher. He currently serves as the firm's executive chairman and co-chief investment officer. Since its founding almost 50 years ago, Fisher Investments has grown to serve clients across the globe. It is a privately owned, fee-only firm.
Address 75093, 6500 International Parkway, Suite 2050, Plano, TX 75093
Fisher Investments
fisherinvestmentsreviews.com › home › how clients benefit from fisher investments’ transparent fee structure
Our Fee Structure | Fisher Investments Reviews
We never charge hidden or layered fees. What you see is what you get. We only charge a recurring management fee based on the size of your portfolio. Fisher Investments doesn’t charge any commissions on trades or sell financial products.
Published November 5, 2025
Onedayinjuly
onedayinjuly.com › vs-fisher-investments
One Day In July vs Fisher Investments
How does Fisher Investments compare to One Day In July on fees, strategy, and more.
Fisher Investments
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Input Sheet
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Fisher Investments
fisherinvestments.com › home › personal wealth management › your financial goals › retirement planning › create your retirement plan › retirement plan types › 401(k)
Calculating 401(k) Plan Fees
Traditional IRAs have the same tax treatment as traditional 401(k)s, but they are established by individuals rather than by employers. IRAs remain popular among investors for good reason: They are usually easy to set up, and many have no setup or annual fees.
OPERS
opers.org › investments › Defined-Contribution › profiles › Fisher-Investments-US-Total-Return.pdf pdf
FISHER INVESTMENTS US TOTAL RETURN
7. The dispersion of annual returns is measured by the asset-weighted standard deviation across portfolio returns gross of fees represented within the · composite for the full year. The composite dispersion is shown as N/A when there is 1 or fewer accounts in the composite for the full calendar year. 8. Fisher Investments Institutional Group standard US dollar fee schedule for US Total Return (also listed in Part 2A of Fisher Investments’ Form ADV) is:
Bogleheads.org
bogleheads.org › board index › us investors › investing - theory, news & general
If Fisher Investments fees are ZERO (while every other aspect and quality is remains same as now) would you try them? - Bogleheads.org
November 21, 2024 - Their whole culture is AUM centric and not purely pro-investor (their customers). Suddenly charging zero fees doesn't change the culture, the people who work there, or do anything to entice me to work with them. I also would expect them to capture business and then crank up rates (see: culture). A leopard can't change its spots. ... I know, there is a lot of negative sentiment about Fisher investments…..
Wealthtender
wealthtender.com › advisory-firms › fisher-investments
Fisher Investments | Client-Focused Money Management - Fisher Investments
Our clients have worked hard throughout their lives, and we’re dedicated to serving them with investing advice, tailored solutions and ongoing support. Wealthtender receives a flat monthly fee of $66.30 from Fisher Investments to maintain ...
Call 888-823-9566
Address 6500 International Parkway, Plano
Moneywise
moneywise.com › investing › reviews › fisher-investments
Fisher Investments Review: Personal Investment Counselors
July 8, 2025 - The fee is between 1% and 1.5%, depending on the number of investments under management. This makes Fisher Investments comparable to fees assessed by other non-robo-advisor investment management companies.
Clark
clark.com › home › fisher investments review: is fisher really a fiduciary?
Fisher Investments Review: Is Fisher Really a Fiduciary?
October 24, 2025 - In other words, if you invest $2 million, you’ll get charged 1.25% on your first million and 1.125% on your second million for an effective rate of 1.1875%. You can’t get below 1% in annual fees at Fisher Investments even by putting in $10 ...
WallStreetZen
wallstreetzen.com › blog › fisher investments review: is fisher investments worth it in 2025?
Fisher Investments Review: Is Fisher Investments Worth It in 2026?
September 5, 2025 - Fees start at 0.89% for up to the first million dollars invested, but go down to as low as 0.49% depending on account size. That’s significantly less than Fisher Investments’ 1.25% fee.
Fisher Funds
fisherfunds.co.nz › managed-funds › fees-and-expenses
Fees and expenses | Fisher Funds
Fisher Funds charges a fee to actively manage your investment in Fisher Funds Managed Funds.
LinkedIn
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Beware of high management fees from Fisher investments ...
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