Annuitystraighttalk
annuitystraighttalk.com › fisher-investments-vs-annuity-straight-talk
Fisher Investments vs. Annuity Straight Talk
Fixed and fixed indexed annuities are spread contracts and have no fees in basic form. You only pay a fee if you want to add a benefit like guaranteed income, death benefit or enhanced growth. All fees are an OPTION and not available with any investment manager. Ken Fisher will charge fees but can’t give you a guarantee.
Published October 1, 2024
NerdWallet
nerdwallet.com › financial-advisors › learn › best-financial-advisors
9 Best Financial Advisors of 2026 - NerdWallet
4 days ago - The best financial advisors don't earn commissions for promoting specific investments or other products, which can introduce a conflict of interest. They offer holistic, expert guidance to take the guesswork out of planning for your future goals.
Anyone using Fisher Investments and feel like it's worth it?
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. More on reddit.com
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August 16, 2024Intel on Fisher Investments?
Just tell the client you’re a fiduciary and when they do better you do better.. but better. Lol More on reddit.com
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January 29, 2025Should I go with Fisher Investments?
IMO you shouldn’t hire a financial advisor for investment returns. You should be hiring them for other skills like tax, legal advice, experience with small businesses (if you own one). Of course all of those services can be hired a la carte as well, and without the customary 1% fee. If you decide to go with a financial advisor, I recommend going with a flat fee (retainer, not AUM), fee for service ($X for Y services), or hourly. There is no reason to ever let someone charge you for AUM. Edit: not all tax, legal professionals have a good grasp on investing. As a tax professional myself I am often shocked by the lack of investment knowledge of other tax pros. So there can be value to hiring an advisor that does both, but again, there is never a good reason to pay AUM. More on reddit.com
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January 20, 2025Fisher investments. thoughts?
Great work life balance. They cover 100% of medical premiums. ICs just handle servicing existing/brand new clients over the phone/zoom. I’m a current employee, but different department. Happy to answer any specific questions you have in DMs More on reddit.com
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July 6, 2023How trustworthy is Fisher Investments?
Fisher Investments has been in business for more than 45 years, has a large client base, and continues to grow. Reviews about the company are mixed, with some good and some bad, which isn’t uncommon for financial advisors.
stockanalysis.com
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
What do people say about Fisher Investments?
Fisher Investments has 3/5 stars on Trustpilot, which isn’t uncommon for financial advisors. However, it does have 175,000+ clients, so a lot of people are content with the level of service it provides.
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?
Videos
13:11
Fisher Investments Reviews Automated Trading, Modern Portfolio ...
08:29
Fisher Investments’ Founder, Ken Fisher, Debunks: “Concentrate ...
07:00
Rethink What You Know About Corporate Earnings - YouTube
08:14
Common Mistakes Investors Should Avoid - YouTube
06:52
Fisher Investments Reviews Why Portfolio Underweights and Overweights ...
02:30
Fisher Investments Explains: The Pitfalls of Mutual Funds - YouTube
MagnifyMoney
magnifymoney.com › home › fisher investments review
Fisher Investments Review 2022 - MagnifyMoney
September 25, 2023 - It can adjust the types of asset classes, sectors and geographic regions represented in a client’s portfolio depending on its predictions. If the firm is worried about a potential downturn, it takes defensive strategies to mitigate losses. Fisher Investments takes a global approach and will consider investments beyond the United States to fit a client’s goals.
Unbiased
unbiased.com › discover › financial-advice › fisher-investments-financial-advisor
Fisher Investments Review [Updated September 2025] - unbiased.com
December 5, 2025 - Fisher Investments’ fees are generally considered higher than average for the investment portfolio management industry. With a minimum portfolio requirement of $500,000, the firm primarily serves high-net-worth individuals, making it less ...
StockAnalysis
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
August 26, 2025 - Cons: Misaligned business model, lack of personalized advice, so-so new client experience, high fees · In my opinion, the pros do not outweigh the cons. Here's why. Unlike most traditional financial advisors, Fisher Investments employs more than 6,300 people and serves over 185,000 clients.
Yelp
yelp.com › financial services › investing
FISHER INVESTMENTS - Updated December 2025 - 179 Reviews - 13100 Skyline Blvd, Woodside, California - Investing - Phone Number - Yelp
“Fox Den Country Club had the pleasure of hosting a "Fisher Friends" event in August 2016.” in 2 reviews · “I've been a Fisher Investments client for over 4 years, and I've never failed to be impressed at their client service.” in 3 reviews
Reuters
reuters.com › plus › fisher-investments-why-you-should-say-no-to-income-investing
Fisher Investments: Why You Should Say No to ‘Income Investing’
Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance is no guarantee of future returns. International currency fluctuations may result in a higher or lower investment return. This document constitutes the general views of Fisher Investments and should not be regarded as personalized investment or tax advice or as a representation of its performance or that of its clients.
Clark
clark.com › home › fisher investments review: is fisher really a fiduciary?
Fisher Investments Review: Is Fisher Really a Fiduciary?
October 24, 2025 - It also features high annual fees and lacks features such as banking services, trusts and robo-advisors that are offered by Clark’s favorites. If you need a full-service financial advisor, look beyond marketing.
Unbiased
unbiased.com › discover › investing › vanguard-vs-fisher
Fisher Investments vs Vanguard | Unbiased - unbiased.com
May 29, 2025 - When it comes to their brokerage offering, the firm offers $0 trading for ETFs, options trading at $1.00 per contract to trade, a number of free options trades for investors with more than $1 million in assets, free Vanguard-managed funds, a no-fee list of several thousand funds, and other funds at a $20 fee. The firm does not charge non-trading or inactivity fees, and there’s no required minimum balance to open an account. Fisher Investments’ fee structure is completely different.
Indeed
indeed.com › companies › investment & asset management › fisher investments › employee reviews › counselor
Working as a Counselor at Fisher Investments: Employee Reviews about Pay and benefits | Indeed.com
Fisher Investments is a high-pressure, metrics-obsessed environment with little real support. The systems are outdated and inefficient, which makes client interactions unnecessarily draining.
Quora
quora.com › Is-Fisher-Investments-Financial-advisors-any-good
Is Fisher Investments Financial advisors any good? - Quora
Answer (1 of 17): They are an amazing marketing machine. A total meat grinder for employees. That’s pretty much it. In my capacity as head of money manager research and part of the investment committee for two different investment firms I have done due diligence on Fischer twice and both times I ...
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. The firm's third principle is to use a combination of dissimilar securities to balance risk vs.
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
Fisher Investments has a strong investment culture as a firm, resulting in an Above Average Parent Pillar rating. Portfolio management turnover has been minimal at the firm over the past five years.
Financial Planner
parkmountfinancial.com › post › fisher-investments-vs-independent-advisors
Fisher Investment vs. Boutique Independent Advisors: A Guide to Choosing a Financial Partner
March 30, 2025 - Full Suite of Services (in Theory): Fisher’s marketing materials suggest that they can offer multiple services “under one roof,” including portfolio management and some level of financial planning. This can be appealing if you prefer a single point of contact for various financial needs. Higher Fees: Fisher’s fees often hover around 1.25%–1.50% annually on managed assets, particularly for investors with less than $500,000 invested.
Fisher Investments
fisherinvestments.com › home › insights › personal wealth management › fisher investments reviews wills and revocable living trusts
Fisher Investments Reviews Wills and Revocable Living Trusts | Insights | Fisher Investments
July 9, 2024 - A good first step in choosing an estate plan is to make a list of your assets, including any property, insurance policies, banking or investment accounts and any other assets you own. A Fisher Investments Financial Planning Counselor can provide resources to aid you in this process. Additionally, talking to your loved ones about their role in your estate plan can help clarify your wishes. Finally, you should consult an attorney to discuss your options and the legal requirements of your state to create the plan best suited to your personal financial situation.
Unbiased
unbiased.com › discover › financial-advice › fisher-investments-vs-edward-jones
Fisher Investments vs Edward Jones | Unbiased - unbiased.com
August 6, 2025 - Pros: Fisher Investments offers personalized portfolio management for high-net-worth clients, emphasizing global diversification and dynamic asset allocation. Their approach aims to maximize returns while mitigating risks, and their fee-based ...
Unbiased
unbiased.com › discover › financial-advice › fisher-investments-vs-fidelity-investments
Fisher Investments vs. Fidelity Investments - unbiased.com
August 6, 2025 - In addition to basic services, fee structures, and pros and cons, there are other important questions to ask when choosing between two different firms, such as Fisher Investments vs Fidelity. Fisher Investments has a rigorous research program that constantly adapts and evolves in response to changes in the global economic system. This program is one of its strengths, and its competitiveness is defined by its high-status financial service provisions.
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!
Fisher Investments
fisherinvestments.com › home › personal wealth management › your financial goals › grow your wealth › asset types › annuities
Annuities | Personal Wealth Management | Fisher Investments
While annuities may seem appealing, they’re often complex and can have significant trade-offs. Investors should do their homework so they know exactly what they’re buying and can understand all the annuity contract’s fine print, terms and fees. Fisher Investments does not sell annuities.
Fisher Investments
fisherinvestments.com › home › personal wealth management › your financial goals › grow your wealth › asset types › annuities › i hate annuities
I Hate Annuities | Annuities | Fisher Investments
Yet, many investors purchase annuities for their alleged safety or “guaranteed lifetime income.” These features may appear attractive as a source for retirement income, but unfortunately, annuity guarantees often omit the potential disadvantages, such as high fees, withdrawal limits and strict requirements. Our founder, Ken Fisher, is known for his less-than-flattering statements about annuities. Many annuity contracts are long, complex and confusing, such that even many insurance agents may not fully understand all the details.