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
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.
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5
Fisher Investments - Asset Management Company | Morningstar
Portfolio management turnover has been minimal at the firm over the past five years. Stability on the personnel front boosts confidence in its staying power. Fisher Investments's risk-adjusted performance compares similarly to competitors.
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, 2024Anybody heard any good or bad things about Fisher Investments private client group? My friend is thinking about investing with them?
They advertise a TON on Bloomberg TV. They're a pretty standard investment firm, from my rather limited research. They eschew annuities and it looks like they prefer to use discretionary accounts instead of individual investments - i.e. instead of a stock or mutual fund with a commission or 'load' attached to it, they invest your money and take a percentage of the value every year (usually about 1%). Could be worse - could be better. Unless I had a relationship with someone at the firm I wouldn't go out of my way for them - you're better off with someone you know/trust or at least someone local, would be my argument. YMMV. More on reddit.com
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February 18, 2016Opinion on Fisher Investments?
Fisher Investments Founder/Owner is a Trump man. More on reddit.com
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October 25, 2020Fisher Investments - Thoughts on their service / experience as a customer.
Are you sure you want to deal with a company headed by somebody who behaves like this: https://www.cnbc.com/2019/10/11/ken-fisher-inflames-financial-advisors-with-sexist-comments.html Because I wouldn't. More on reddit.com
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June 1, 2020What 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?
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?
What is Fisher Asset Management LLC’s portfolio value?
Fisher Asset Management LLC’s portfolio value is $276.29B.
tipranks.com
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
Videos
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Fisher Investments Reviews Why Portfolio Underweights and Overweights ...
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This Week in Review | 2025 Market Recap, Silver Prices (Jan. 2, ...
06:46
Learn These Key Lessons From 2025 - YouTube
05:57
Why is the Market Looking to Humiliate You? - YouTube
07:00
Rethink What You Know About Corporate Earnings - YouTube
10:11
Is Now a Good Time to Invest in Stocks? - YouTube
O'Reilly
oreilly.com › library › view › the-only-three › 9780470292679 › apk.html
K. Fisher Investments Global Total Return Performance - The Only Three Questions That Count: Investing by Knowing What Others Don't [Book]
October 20, 2008 - FI currently advises over $31 billion across two principal business units – Fisher Investments Institutional Group (FIIG) and Fisher Investments Private Client Group (FIPCG). FIPCG manages and serves all private client accounts managed by FI.
Authors Kenneth L. FisherJennifer Chou…
Published 2008
Pages 480
Yahoo! Finance
finance.yahoo.com › quote › QDISX › performance
FI Instl Group Stock for Ret Plns (QDISX) Performance History - Yahoo Finance
Current and Historical Performance Performance for FI Instl Group Stock for Ret Plns on Yahoo Finance.
Fisher Investments
fisherinvestments.com › home › personal wealth management › how we're different › performance
Investment Performance | Personal Wealth Management | Fisher Investments
Benchmarks act as a basis for portfolio creation and a reference point for measuring performance. Typically, the benchmark should be a broad, well-constructed index. Fisher Investments uses the MSCI World Index as the benchmark for most Fisher private clients’ stock portfolios.
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!
StockAnalysis
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
August 26, 2025 - 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. 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.
OPERS
opers.org › investments › Defined-Contribution › profiles › Fisher-Investments-US-Total-Return.pdf pdf
FISHER INVESTMENTS US TOTAL RETURN
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 Institutional Group claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and
Fisher Investments
fisherinvestments.com › home › resource library › fisher investments faq
FAQ | Fisher Investments
How much money does Fisher Investments have under management? As of 12/31/2025, we manage over $386 billion for private clients and institutions globally.* Find out more about our assets under management here.
TipRanks
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
November 18, 2025 - Compare Fisher Asset Management LLC's performance with other Hedge Funds and the S&P 500 ... Fisher Asset Management LLC’s portfolio gain since Jun 2013 was -82.67%.
SmartAsset
smartasset.com › home › top financial advisors - us › texas › fisher investments review
Fisher Investments Review | SmartAsset.com
The firm believes that asset allocation is the primary driver of portfolio performance. Asset allocations are customized according to various personal factors, including clients’ time horizons, risk tolerances, cash flow needs and outside assets. That step is followed by sub-asset allocation, which focuses on deciding which countries or market-sectors are likely to outperform. From there, the firm selects specific securities. Fisher Investments typically bills its private clients based on a percentage of assets under management.
Address 75093, 6500 International Parkway, Suite 2050, Plano, TX 75093
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 see that in the period between 2013 and 2018, Fisher Investments delivered a gain of 124%, overperforming the S&P 500 which produced a gain of 91%, and the average hedge fund with a gain of 4.3%. From 2018 the ...
Doughroller
doughroller.net › investing › fisher-investments-review
Fisher Investments Review - A Different Level of Service with ...
February 28, 2025 - So I’ve consolidated everything here. The main focus of this site is investing and retirement planning.
Investor Junkie
investorjunkie.com › reviews › fisher-investments
Fisher Investments Review 2023
July 8, 2025 - After creating your portfolio, Fisher will continue to manage your investments by analyzing their performance on an ongoing basis.
Unbiased
unbiased.com › discover › financial-advice › fisher-investments-financial-advisor
Fisher Investments Review [Updated September 2025] - unbiased.com
December 5, 2025 - Fisher Investments receives mixed reviews from clients. Some users on Reddit report strong investment performance, noting returns that outpaced those of major index funds.
Fisher Investments
fisherinvestments.com › home
Fisher Investments Canada | Wealth Management
Our time-tested, top-down portfolio management approach starts by analyzing broad global economic, political and sentiment factors. Using that analysis, we find opportunities across investment categories before narrowing down to the specific securities we believe will perform well moving forward.
Financial Post
financialpost.com › sponsored › fisher-investments › fisher-investments-canada-explains-why-no-one-equity-style-is-best-for-all-time
Fisher Investments Canada explains why no one equity style is best for all time | Financial Post
October 18, 2022 - It may be similarly tempting to invest only in the style of equities that has the highest long-term average return, but Fisher Investments Canada argues those averages hardly tell the full story. Any style’s average performance can be skewed by just a few outlier years, whether huge outperformers ...
Fisher Funds
fisherfunds.co.nz › unit-prices-and-performance › fund-performance
Funds & performance | Fisher Funds
March 31, 2019 - View Fisher Funds fund performance. Investment returns and investment performance for Managed Funds, KiwiSaver Scheme, KiwiSaver Plan, Investment Funds, LifeSaver, Premium Service, Investment Series and Future Plan.