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
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5
Fisher Investments - Asset Management Company | Morningstar
Fisher Investments has a strong investment culture as a firm, resulting in an Above Average Parent Pillar rating.
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5 › funds
Fisher Investments Funds List | Morningstar
Review our list of all Fisher Investments Funds that are available to invest in. Sort by star rating, minimum initial investment, share class, and more. See the full list!
Videos
What is the average return on Fisher Investments?
Each client portfolio is customized based on a number of factors. The average return will vary based on individual, business and institutional accounts.
wallstreetzen.com
wallstreetzen.com › blog › fisher investments review: is fisher investments worth it in 2025?
Fisher Investments Review: Is Fisher Investments Worth It in 2025?
Who is better than Fisher Investments?
The best financial advisor depends on your individual needs. Alternatives include self-directed investing tools like Empower (formerly Personal Capital), robo-advisors like Betterment (U.S.) and Wealthsimple (Canada), or an online financial advisor.
wallstreetzen.com
wallstreetzen.com › blog › fisher investments review: is fisher investments worth it in 2025?
Fisher Investments Review: Is Fisher Investments Worth It in 2025?
What percentage does Fisher Investments charge?
Tiered annual advisory fees range from 1 to 1.5%. The more money invested, the lower the annual fee. Aside from an annual fee, Fisher Investments does not charge any additional fees or commissions.
wallstreetzen.com
wallstreetzen.com › blog › fisher investments review: is fisher investments worth it in 2025?
Fisher Investments Review: Is Fisher Investments Worth It in 2025?
Financial Times
markets.ft.com › data › funds › tearsheet › ratings
Fisher Investments Institutional Group Stock Fund for Retirement Plans, QDISX ratings - FT.com
The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the ...
Morningstar
morningstar.com › funds › xxxx › 23599 › portfolio
23599 – Portfolio – Fisher Funds Property and Infrastructure | Morningstar
| Rating as of Aug 31, 2025 | See Fisher Funds Investment Hub
WallStreetZen
wallstreetzen.com › blog › fisher investments review: is fisher investments worth it in 2025?
Fisher Investments Review: Is Fisher Investments Worth It in 2025?
September 5, 2025 - We’ll explore the firm’s pros and cons, investment philosophy, and exactly what kinds of fees are assessed. By the time you’re finished reading this Fisher Investments review, you’ll know whether or not it’s a good fit for you and your money.
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
Top answer 1 of 93
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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 › ratings
Fisher Investments Institutional Funds plc - Fisher Investments Institutional European Eq Fd EUR Acc, IE00BZ4STW90:EUR ratings - FT.com
The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the ...
Morningstar
lt.morningstar.com › 1c6qh1t6k9 › snapshot › default.aspx
Morningstar® Integrated Web Tools™ - Investment Report
Fisher Investments(End of Section)(Start of Section) (End of Section) AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct ...
Fisher Investments
fisherinvestments.com › home › about us › our story › awards › advisorsearch.org
5 Star Rating | Awards | Fisher Investments
In 2024, Fisher Investments earned a 5 star rating by Advisorsearch.org.
Morningstar
morningstar.com › funds › xnas › qdisx › performance
QDISX – Performance – FI Instl Group Stock for Ret Plns | Morningstar
| Rating as of May 31, 2025 | See Fisher Investments Investment Hub
Yahoo! Finance
finance.yahoo.com › quote › IE00BVFCTH76.IR
Fisher Investments Institutional Emerging Markets Equity Fund (IE00BVFCTH76.IR) Stock Price, News, Quote & History - Yahoo Finance
Fisher Investments Institutional Emerging Markets Equity Fund · 118.44 -0.73% YHD - Delayed Quote • EUR · Follow · 118.44 · -0.87 · (-0.73%) At close: June 28 at 6:07:38 PM EDT · Chart Range Bar · 1M 3M 6M YTD 1Y 5Y 10Y All · Key Events · Mountain · Advanced Chart · Loading chart for IE00BVFCTH76.IR · Previous Close · 119.31 · YTD Return -- Expense Ratio 0.00% Category Global Emerging Markets Equity · Last Cap Gain -- Morningstar Rating -- Morningstar Risk Rating -- Net Assets -- Beta (5Y Monthly) -- Yield -- 5y Average Return -- Holdings Turnover -- Last Dividend -- Inception Date Jan 11, 2016 ·
Morningstar
morningstarfunds.ie › ie › funds › snapshot › snapshot.aspx
Fisher Investments Institutional Emerging Markets...|IE00BYQG8832
Fund price for Fisher Investments Institutional Emerging Markets Equity ESG USD Class B along with Morningstar ratings & research, long term fund performance an...
Unbiased
unbiased.com › discover › financial-advice › fisher-investments-financial-advisor
Fisher Investments Review [Updated September 2025] - unbiased.com
April 30, 2024 - This review explores Fisher Investments in detail, covering their financial services, fees, minimum account size, and the pros and cons of working with them, to help you make an informed decision about your financial future in the US.
Investing.com
investing.com › funds › fisher-investments-emerging-market1-company-profile
Fisher Investments Emerging Markets Eq 1 Company Profile - Investing.com
Morningstar Rating: Total Assets: 2.92M · Fisher Investments Emerging Markets Eq 1 25.460 +0.350 +1.39% General · Chart · Streaming Chart · Interactive Chart · Technical · Technical Analysis · Forum · Discussions · Recent Sentiments ...
CGAA
cgaa.org › investment performance analysis › fisher investments performance: key insights for investors
Fisher Investments Performance: Key Insights for Investors
February 19, 2025 - Fisher Investments has an average Morningstar Rating of 3.1 stars across its fund lineup.
Morningstar
morningstar.com › funds › xxxx › 23599 › parent
23599 – Parent – Fisher Funds Property and Infrastructure | Morningstar
Learn about the Fisher Funds Property and Infrastructure fund's parent, including current aggregate fund flows, total net assets, analyst rating breakdown, and primary market.
Fisher Funds
fisherfunds.co.nz › unit-prices-and-performance › fund-performance-charts › PremiumIncomeFund
Investment Fund Performance Charts | Fisher Funds
View Fisher Funds fund performance charts for Managed Funds, KiwiSaver, LifeSaver, Premium Service, Investment Series and Freedom Plan
Business Insider
markets.businessinsider.com › mutual funds › fisher investments u.s. fixed income collective fund class 4
FISHER INVESTMENTS U.S. FIXED INCOME COLLECTIVE FUND CLASS 4 | Markets Insider
Fisher Investments U.S. Fixed Income Collective Fund Class 4 · 11.18 0.00 0.01% 10/31/2025 12:00 AM NAV · Add to watchlist · 11.1808 · Nav · 11/07/2025 · Last Update · Morningstar Rating · n/a · Sustainability Rating · Fisher Asset ...
Morningstar
morningstar.com › funds › xnas › iuscx › chart
IUSCX – Chart – Fisher IIG US Sm Cap Eq | Morningstar
Check out Fisher IIG US Sm Cap Eq via our interactive chart to view the latest changes in value and identify key financial events to make the best decisions.
Morningstar
morningstarfunds.ie › ie › funds › snapshot › snapshot.aspx
Fisher Investments Institutional US Small Cap Cor...|IE00BGPC1G58
Fund price for Fisher Investments Institutional US Small Cap Core Equity ESG Fund U2 EUR Class (Unhedged) along with Morningstar ratings & research, long term f...