Anyone using Fisher Investments and feel like it's worth it?
Fishing for Feedback - HumbleDollar
Anyone using Fisher Investments and feel like it's worth it? : investing
Fisher Investments and their weird senior VP who stars in their ads against all sense or reason.
How trustworthy is Fisher Investments?
Is Fisher Investments worth the fee?
What do people say about Fisher Investments?
Videos
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