You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it. Answer from yerrmomgoes2college on reddit.com
HedgeFollow
hedgefollow.com › hedge funds › fisher asset management › fisher asset management fund performance
Fisher Asset Management Fund Performance History & Annualized Return
Historical performance of Fisher Asset Management, showing the return on investment of the portfolio managed by Ken Fisher and comparing it to other hedge funds.
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5
Fisher Investments - Asset Management Company | Morningstar
Portfolio management turnover has been minimal at the firm over the past five years. Stability on the personnel front boosts confidence in its staying power. Fisher Investments's risk-adjusted performance compares similarly to competitors.
Videos
08:14
Common Mistakes Investors Should Avoid - YouTube
10:57
Ken Fisher Talks Short-Term Market Swings, Natural Disasters, US ...
02:19
Fisher Investments Explains | Do Valuations Predict Returns? - YouTube
11:27
Fisher Investments - Is There an AI Bubble?
04:01
Fisher Investments Reviews Why Investors Should Invest Globally ...
04:25
What You Haven’t Been Told About Gold Investing - YouTube
OPERS
opers.org › investments › Defined-Contribution › profiles › Fisher-Investments-US-Total-Return.pdf pdf
FISHER INVESTMENTS US TOTAL RETURN
commissions. Net returns are net of advisory fees and net of brokerage or other commissions. ... Fisher Investments Institutional Group claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and
Yahoo! Finance
ycharts.com › separate_accounts › S:0P00016RYU › total_return_forward_adjusted_price
Fisher Global Total Return Focused Performance & Stats
Fisher Global Total Return Focused · -8.86% 30.33% 35.72% 25.75% -28.07% 38.01% 22.90% 15.84% S&P 500 Total Return · -4.38% 31.49% 18.40% 28.71% -18.11% 26.29% 25.02% 17.81% T. Rowe Price US Tax-Eff Lrg-Cap Core · -3.90% 32.13% 21.09% 29.04% ...
O'Reilly
oreilly.com › library › view › the-only-three › 9780470292679 › apk.html
K. Fisher Investments Global Total Return Performance - The Only Three Questions That Count: Investing by Knowing What Others Don't [Book]
October 20, 2008 - Composite returns presented in the preceding table are calculated on a fiscal year basis ending June 30 for illustrative purposes. Annualized returns are presented from 1/1/95 through 6/30/06. Fisher Investments (FI) is an investment adviser registered with the Securities and Exchange Commission.
Authors Kenneth L. FisherJennifer Chou…
Published 2008
Pages 480
Reddit
reddit.com › r/investing › anyone using fisher investments and feel like it's worth it?
r/investing on Reddit: Anyone using Fisher Investments and feel like it's worth it?
August 16, 2024 -
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
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You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it.
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So Fisher can beat the S&P 500 by 4-5% after fees? No way!
Financial Times
markets.ft.com › data › funds › tearsheet › performance
FI Institutional Group Stock Fund for Retirement Plans, QDISX performance - FT.com
Each bar is an observation period (the fund's return over the past 3M, at month's end). ... Explore the time value of money, the impact of regular contributions, and the power of saving over longer timeframes ... The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date.
Fisher Investments
fisherinvestments.com › home › personal wealth management › how we're different › performance
Investment Performance | Personal Wealth Management | Fisher Investments
Many methods exist for calculating ... returns. However, it can be difficult for advisers to show average results for a typical client since investors have different financial objectives, investment time horizons and comfort levels for risk. Of course, it’s easy for advisers to present their winners after the results are in. But, yesterday’s winners won’t necessarily be winners tomorrow. At Fisher Investments, ...
Yahoo! Finance
finance.yahoo.com › quote › QDISX › performance
FI Instl Group Stock for Ret Plns (QDISX) Performance History - Yahoo Finance
Current and Historical Performance Performance for FI Instl Group Stock for Ret Plns on Yahoo Finance.
Macroaxis
macroaxis.com › home › fund directory › fund profile › year to date return
Fisher Fixed Income Year To Date Return Analysis (NMFQS:QDIBX) | Macroaxis
July 3, 2025 - Based on the company's disclosures, Fisher Fixed Income has a Year To Date Return of 2.9138%. This is much higher than that of the Fisher Investments family and significantly higher than that of the Intermediate Core Bond category.
Insider Monkey
insidermonkey.com › hedge-fund › fisher+asset+management › 11
Ken Fisher - Fisher Asset Management - 2026 13F Holdings, Performance, and AUM - Insider Monkey
It generated a a weighted average return of 5.8% in Q3 and 7.6% during the first 9 months of 2018, which is higher than the S&P 500’s gain of 2.7%. For 2017, Fisher Asset Management’s estimated returns amounted to 24.3%, above the Index’s gain of 21.7%. In the same fashion, Ken Fisher's ...
TipRanks
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
November 18, 2025 - Fisher Asset Management LLC’s average return since the fund’s last 13F filing is 2.01%.
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5 › funds
Fisher Investments Funds List | Morningstar
View all of Fisher Investments’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar ...
StockAnalysis
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
August 26, 2025 - In my opinion, if you're deciding whether or not to use Fisher Investments, the entire decision comes down to whether you have confidence in Fisher's IPC and want to use its models. More on this below. Note: The company does not publicly disclose its strategies' returns.
Reuters
reuters.com › plus › fisher-investments-is-the-past-prologue
Is the Past Prologue? Fisher Investments Reviews Market History
Fisher Investments finds people tend to both extrapolate the recent past forward and presume the law of averages will take hold, pulling reality toward the long-term mean. Even though most financial literature stresses past performance doesn’t predict future returns, investors often presume ...
Hedge Fund Alpha
hedgefundalpha.com › home › stocks analysis › ken fisher portfolio revealed: his top stock holdings
Ken Fisher Portfolio Revealed: His Top Stock Holdings
March 25, 2024 - Take A Look At Fisher Investments’ Founder, Ken Fisher, Provides Investing Tips for New Investors: The average return for Fisher Investments since the last 13F filing is 6.34%.
Macroaxis
macroaxis.com › home › fund directory › fund profile › ten year return
Fisher Investments Ten Year Return Analysis (NMFQS:QDVBX) | Macroaxis
August 22, 2025 - Based on the latest financial disclosure, Fisher Esg Fixed has a Ten Year Return of 0.0%. This indicator is about the same for the Fisher Investments average (which is currently at 0.0) family and about the same as Intermediate Core Bond (which ...
Macroaxis
macroaxis.com › home › fund directory › fund profile › ten year return
Fisher Investments Ten Year Return Analysis (NMFQS:QDVSX) | Macroaxis
August 22, 2025 - Based on the latest financial disclosure, Fisher Esg Stock has a Ten Year Return of 0.0%. This indicator is about the same for the Fisher Investments average (which is currently at 0.0) family and about the same as World Large-Stock Growth (which ...
Trustnet
www2.trustnet.com › managers › factsheet › ken-fisher › ima-utoeic › O › MC1222897
Ken Fisher | Fund manager factsheet | Fisher Investments Institution | Trustnet
Ken Fisher founded Fisher Investments in 1979, which is now a $236-plus billion investment adviser and money management firm serving large institutions, high net worth individuals and small business retirement plans globally. He was CEO for 37 years and now serves as Executive Chairman and ...
StockCircle
stockcircle.com › portfolio › ken-fisher
$292B Ken Fisher Portfolio / Fisher Asset Management LLC Holdings
Average Buy Price The buy price is calculated from the weighted average of all purchases since the last sell-out of the investor. In case the buy price of a purchase wasn't reported, the average price during the reported period is taken. ... Bill Gates and Ken Fisher are quietly sitting on massive gains from one of 2025's most overlooked winners.