Who is Ken Fisher?
Is Ken Fisher a good money manager?
What is Ken Fisher’s investing philosophy?
- Wall Street’s "Wisdom" Frequently Isn’t Very Wise
- Supply and Demand Determine All Prices—Including Stocks and Bonds
- Asset Allocation Is Critical, Yet Too Many Investors Err When Selecting Theirs
- Market Cycles Can Be Forecast, Their Short-Term Wiggles Cannot
- No Investment Is Permanently Superior
- Global Diversification Is Preferable
- To Beat Equity Indexes, You Must Look Beyond the News
- We (and You) Might Be Wrong
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