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Frequently Asked Questions

What services does Fisher Investments offer?

The services for private clients of Fisher Investments include annuity conversion, portfolio management, retirement planning, and financial planning. The portfolio management services are split into three categories with the aim to maximize returns within risk parameters: These accounts are mainly utilized by common stock and cash equivalents.

Are there any fees associated with investing with Fisher Investments?

Fisher Investments’s fees are fairly straightforward – you pay between a 1.5% and 1.25% fee for your entire portfolio, depending on its net worth. You never have to worry about any commissions or other hidden charges, regardless of how many trades are associated with your account.

What is the reputation of Fisher Investments?

Fisher Investments is notable for its tailored portfolios, high-touch customer service, and extensive educational resources. Fisher Investments serves both institutional and private clients within its 4 divisions: Institutional, US Private Client, International Private Client and 401 (k) Solutions.

How long has Fisher Investments been in business?

Fisher Investments is primarily meant for people who need their wealth managed skillfully and who don’t want to trust their finances to robots or subpar firms. The company has been in operation since 1979 and currently serves over 5000 clients. What Services Does Fisher Investments Offer?

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