These guys have been after me for a while. They talk about how they differ from other firms. I’m curious as to any opinions you all have of them.

I have about $1MM over at Fidelity they Fidelity manages at a ridiculously low commission (~0.5%). This year it made around 15%. The downside is limited selection of investment choices.

My wife has a similar amount in TSP, and last year, it made 20%. I don’t have this years’ number yet, but choices are even more limited.

There’s more piles of money around for us, but this is the sort of stuff I’d be willing to have them manage.

I’ve just retired, and my wife has a few years left. She can take an in-service distribution.

Realistically, what kind of return would I expect from these guys?

I've (52M) been talking with a Fisher rep for awhile, I've been through the analysis process, and they make a fairly compelling case that, net fees, they could improve my returns 4 to 5%.

I'm skeptical, but I'm also a "set it and forget" it investor, about 10% bonds, 50% VOO, 10% VTI/small cap, and the rest in target date funds.

My portfolio is a little unbalanced and spread over a bunch of accounts I've accumulated over the years. Overweight in some areas, underweight in others. I could consolidate and balance, but I hate to think I'm leaving money on the table with a mostly hands off approach. Hoping to semi-retire in 10 years.

Anyone using Fisher, or other similar firm, and feel it's worth the fees?

EDIT: Fisher fee is 1.25. Most of my ETFs are .03 to .1

I have been with Morgan Stanley (MS) since 2009. Husband and I are 72 and 74. Our returns have been low. I am wondering if I should switch to Fisher due to supposed better performance and fees (per the salesman). Our bonds at MS were switched to Blackrock (BR) so double fees - BR and MS. Also other MS fees are higher than what Fisher Inv. claim. Husband is taking out only his RMD. Currently we are living on SS and savings. Now we want to earn more on our investments. I am trying to decide if I should switch financial advisors or maybe just re-adjust our portfolio with MS to medium or medium/higher risk investments instead of the low risk ones we have been in? Any suggestions/recommendations?

I’ve been reading Fisher Investments reviews and have been in discussions with a Fisher representative for a while. After going through their analysis process, they claim they could improve my net returns by 4 to 5%, even after fees, which sounds appealing but also makes me skeptical. I’m a 52-year-old "set it and forget it" investor, with about 10% in bonds, 50% in VOO, 10% in VTI/small cap, and the rest in target date funds. My portfolio is spread across several accounts accumulated over the years, leaving it somewhat unbalanced—overweight in some areas and underweight in others. While I could consolidate and rebalance it myself, I can’t help but wonder if I’m leaving potential gains on the table with my mostly hands-off strategy. My goal is to semi-retire in 10 years, so I’m curious if anyone has experience with Fisher or similar firms and whether the fees are truly worth it.

I found a white paper online that I wanted to read, so I gave my contact info to Fisher to access it. Almost immediately they started calling and emailing me. I eventually picked up one of their calls just because I was curious. The guy from Fisher pitched me on managing my money in their fund. 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%. He wouldn’t believe me. He kept insisting that the S&P was only up 18% in 2024.

It’s one thing to be wrong, but this guy was so confident in his wrong information. He was either lying or had no idea what he was doing. Either way, it’s a big red flag for Fisher.

How do I fire Fisher Investments, and more importantly, what happens to my portfolio? Do I have to liquidate anything? Five years of little profit and paid them a ton in fees. Thank you for any advice.

Anyone with some feedback on Fisher investments? Fees are quite steep at 1.25% but they claim that they beat the indexes by more than that.

58 in February and able to retire anytime from large utility. I'm fortunate to have a traditional pension lump sum available around 700k and a 401k around 550 k. Recently spoke to a rep from Fisher who could actually manage my 401k while still employed through my fidelity account. Just weighing my options. Thanks in advance!

I've been looking at Fisher Investments as a potential employer, anyone have experience at this firm as far as the Investment Counselor role? Appreciate all the help in advance!

I am considering putting $500k (their min) there as a way to diversify. Does anyone have any experience with them and would you recommend?

I have a c£250k pension pot with Aviva which looks to be underperforming so am considering moving this to a different pension manager. Overall growth with Fisher seems excellent with net 10% annualised increases. Have any of you used or using them? Really keen to know what experiences people have had. Thanks!

I am meeting with a prospect client next week that uses Fisher Investments. They booked a meeting with me as they wanted to learn more about government programs (we are in Canada, so things like CPP, OAS, etc.). Basically, they don't seem to get much planning help from Fisher.

Has anyone here worked for Fisher or know anything about their offering/program, fees, etc.? Any competitive intel on how to show what they do/don't do for clients would be a huge help in crafting my message.

I think they are a sales focused shop that has individuals close deals then pass off clients to servicing advisors who don't know much, but I could be wrong.

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.

I am thinking of moving some money to a new investment firm and am wondering if anyone has experience with Fisher Investments or if you have other great firms you recommend. We have looked at J.P. Morgan, Mariner, Stonehage Fleming and a few others. Thank you!

Hi everyone, pretty much the title. They have been reaching out to me for a few years and I’m in process of rejiggering my portfolio. Normally, I feel like actively managed funds are a bad idea, but looks like they have a decent long-term track record. Anyone invested with them? If so, are you happy with the returns & service?

Been going back and forth with a Fisher Investments rep for a bit now, and they’re saying they could boost my net returns by around 4 to 5 percent even after fees. It sounds tempting, but also a little too good to be true. The way they present their analysis feels convincing, though part of me can’t shake the skepticism that always comes with big financial promises. For context, I’m 52 and more of a “set it and forget it” type when it comes to investing. My portfolio sits at around 10 percent bonds, 50 percent in VOO, 10 percent in VTI or small caps, and the rest in target date funds. It’s spread across multiple accounts I’ve built up over the years, which probably makes it less balanced than it should be. Some areas are clearly overweight, others underweight, and I know I could fix it myself with some rebalancing, I just never get around to it. That’s where Fisher caught my attention. They make it sound like they could simplify everything, fine-tune the allocations, and pull better returns out of what I already have. But the fees aren’t small, and I keep wondering if the results would really justify the cost or if I’d end up in the same spot, just with less in my pocket. My plan is to semi-retire in about 10 years, so I’m trying to make smarter decisions without getting too aggressive. Curious if anyone here has worked with Fisher or a similar investment firm. Were the fees actually worth it long-term, or would a well-balanced self-managed portfolio have done just as well?

I am retired at 54 with just over $1.2M invested. I understand the basics about wealth management but honestly just want someone else to handle it. I'm with EP Wealth and have been happy with them for the past 5 years. But there is always the question, could I be doing better? Fisher has been calling me, trying to get me to move over to them. Any opinions out there on EP vs Fisher?

we are trying to get a better sense of Fisher investments, from the point of view of current/previous customers. What has your experience been / what are your thoughts on their services? Are they an over-hyped company, have they provided promised performance, etc? Thank you.