Fisher Investments Review


Trust Score 90%
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Fisher Investments, federally registered in 1987, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 966 advisors. Fisher Investments manages $96 billion and provides investment advisory services for 42,650 clients (1:45 advisor/client ratio).

Fisher Investments requires a $500,000 minimum investment and charges a blended rate between 1.25% and 1.00% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 45 clients (industry average 1:50)

Considerations


  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors
  • Firm may recommend proprietary investments and products that generate larger commissions than other similar non-proprietary products
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $2,251,619
Hybrid Advisor No
Disciplinary History No
Total AUM $96 billion
Advisor / Client Ratio 1:45
Headquarters 5525 NW Fisher Creek Drive Camas, WA 98607-9911
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.25%
$1,000,001 to $5,000,000 1.13%
$5,000,001+ 1.00%


Questions & Answers



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David wrote: Whom do you use as custodian? Can you manage accounts at Schwab or TD?

3 months ago
Response from Jessica H at Investor.com

Fisher Investments works with multiple large custodians, including Charles Schwab and TD Ameritrade.

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