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
Bogleheads.org
bogleheads.org › board index › us investors › personal investments
Fisher Investments [vs S&P500] - Bogleheads.org
So you can clearly see that 7% can't even be close to right, while 10.58% is. This is no technicality. Fisher is saying you'd have had $76,122 if you'd invested in the S&P 500,but in reality, in the real world, with real money in a real index fund, you'd have had $204,361.
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!
Videos
08:14
Common Mistakes Investors Should Avoid - YouTube
02:19
Fisher Investments Explains | Do Valuations Predict Returns? - YouTube
10:57
Ken Fisher Talks Short-Term Market Swings, Natural Disasters, US ...
10:11
Is Now a Good Time to Invest in Stocks? - YouTube
06:52
Fisher Investments Reviews Why Portfolio Underweights and Overweights ...
What is the average return on Fisher Investments?
The firm does not share performance data publicly, though it does disclose it uses the MSCI World Index for many of its private clients’ stock portfolios.
stockanalysis.com
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
Is 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
stockanalysis.com › home › articles › fisher investments review
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
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
OPERS
opers.org › investments › Defined-Contribution › profiles › Fisher-Investments-US-Total-Return.pdf pdf
FISHER INVESTMENTS US TOTAL RETURN
Preliminary performance is subject to the final reconciliation of accounts and deduction of any outstanding advisory fees, which will have the · effect of lowering performance by the amount of the deductions. Gross returns are gross of advisory fees and net of brokerage or other · commissions. Net returns are net of advisory fees and net of brokerage or other commissions. ... Fisher Investments ...
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.
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.
SmartAsset
smartasset.com › home › top financial advisors - us › texas › fisher investments review
Fisher Investments Review | SmartAsset.com
Fisher Investments adheres to four fundamental principles when building and managing its client portfolios in order to meet clients' long-term objectives. First, it selects a benchmark, which then serves as the framework for constructing the portfolio, managing risk and monitoring performance. The firm then analyzes the benchmark's components and assigns expected risk and return.
Address 75093, 6500 International Parkway, Suite 2050, Plano, TX 75093
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5
Fisher Investments - Asset Management Company | Morningstar
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
CXO Advisory
cxoadvisory.com › individual-gurus › forbes-evaluates-ken-fishers-stock-picking
Forbes Evaluates Ken Fisher's Stock Picking - CXO Advisory
February 29, 2016 - The following chart summarizes ... Forbes, during 1998 through 2015. Ken Fisher’s public picks outperform matching S&P 500 Index investments in 11 of 18 years....
TheStreet
thestreet.com › investing › billionaire-fund-manager-has-suprising-take-on-stock-market-valuation
Longtime fund manager sends blunt message on P/E ratios - TheStreet
3 weeks ago - Yet stocks returned 29% that year, annualizing 10% returns over three years … despite 2022’s bear market,” notes Fisher. Given Fisher’s data, his idea that investors are too focused on p/e ratios doesn’t sound so crazy.
Yahoo! Finance
ycharts.com › separate_accounts › S:0P00016RYU
Fisher Global Total Return Focused Performance & Stats
Name · 2018 · 2019 · 2020 · 2021 · 2022 · 2023 · 2024 · YTD · 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.
Fisher Investments
fisherinvestments.com › home › insights › things investors (re)learned in 2025
Things Investors (Re)Learned in 2025 | Insights | Fisher Investments
4 days ago - S&P 500 total return and MSCI World Index return in USD with net dividends, 12/31/2024 – 12/30/2025. [v] “AI Held Up Wall Street in 2025. Will That Continue?” Joe Rennison, The New York Times, 12/31/2025.
Trustpilot
trustpilot.com › home › fisher investments reviews
Fisher Investments Reviews | Read Customer Service Reviews of fisherinvestments.com
2 weeks ago - I have been in sporadic contact with Fisher Investments for several years, but... See more ... Average returns, very high management charges in comparison. Also multi-layered in that you have the actual investment company (eg Fidelity), and another company managing the SIPP in the UK on behalf...
Address 6500 International Pkwy, Ste 2050, 75093, Plano
Fisher Investments
fisherinvestments.com › home › personal wealth management › your financial goals › retirement planning › investing for your retirement
Investing for Your Retirement | Personal Wealth Management | Fisher Investments
2Based on FactSet Global Financial data comparing S&P 500 index returns to US Treasurys index returns from 1926-2016. ... The world of investing can seem like a giant maze. Fisher Investments has developed several informational and educational guides tackling a variety of investing topics.
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 - From the available data, we can ... of Fisher Investments plummeted to -79% gain. In the last three years average annualized returns are -7.48%....
Insider Monkey
insidermonkey.com › hedge-fund › fisher+asset+management › 11
Ken Fisher - Fisher Asset Management - 2025 13F Holdings, Performance, and AUM - Insider Monkey
Fisher’s 13F holdings returned 3.1% in 2015, which was significantly higher than the SPY’s gain of 1.2%. Overall, it looks like investors can outperform the S&P 500 Index by an average of 3 percentage points annually if they replicate Fisher's 13F holdings that are greater than $1 billion ...
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, ...
Wealthtender
wealthtender.com › advisory-firms › fisher-investments
Fisher Investments | Client-Focused Money Management - Fisher Investments
Wealthtender receives a flat monthly fee of $66.30 from Fisher Investments to maintain this Wealthtender profile. ... Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.
Call 888-823-9566
Address 6500 International Parkway, Plano
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 ...
Reuters
reuters.com › plus › fisher-investments-patient-investing-matters-more
Fisher Investments: How Long You Invest Matters More Than When You Buy
Many occur during the early recovery from bear markets and corrections—early bounces that compound greatly as the new bull market unfolds. As Exhibit 1 shows, the more of these days you miss, the more it can hurt. While extreme, Fisher Investments thinks it shows the danger of locking in downside and missing upside returns.
Unbiased
unbiased.com › discover › financial-advice › fisher-investments-financial-advisor
Fisher Investments Review [Updated September 2025] - unbiased.com
April 30, 2024 - Fisher Investments receives mixed reviews from clients. Some users on Reddit report strong investment performance, noting returns that outpaced those of major index funds.