-
Selected Country/Region:
United States (English)
to main content
At Fisher Investments, we believe you deserve simplicity and transparency when it comes to the fees you pay. We also believe an investment adviser’s interests should align with your own. That’s why we offer a simple advisory fee based on the size of the portfolio we manage for you.
Our Fees
- Simple and Straightforward: Our fees are based only on the value of the assets we manage for you.
- Aligned with Your Best Interests: Fisher Investments is a fee-only investment adviser; this helps align our interests with yours. In other words, we do better when you do better.
- Transparent: We never charge hidden or layered fees. What you see is what you get.
- Competitive: We believe our fee is often lower than many other financial professionals’ fees, particularly when you consider the commissions, layered fees, kickbacks and other “add-on” fees that are rife in our industry.
Our Fee Structure Explained
A Competitive Fee, and No Commissions
At Fisher Investments, we understand the issues fees raise. Hence, we offer a simple and competitive tiered advisory fee based on your portfolio's size. We’ve designed it to be easy to understand and we believe it puts your interests first.
Questions To Ask Your Financial Professional
Your financial professional’s compensation can create hidden conflicts of interest. For example, some moneymanagers earn commissions on products they sell, such as funds or annuities, in addition the management fees theycollect. Others base certain fees on performance, which can encourage chasing short-term returns and hinder riskmanagement.
When considering professional money management, here are some questions you can ask to learn more about the fees youmight pay:
- How do you structure your fees?
- What other compensation do you receive besides what I pay you directly? Do you collect commissions or other incentives?
- Will you use mutual funds or other investment products in my portfolio? What fees will I pay for these?
If you have questions about Fisher Investments’ fees, or the fees you’re paying with your currentportfolio,contact usto request an evaluation. We can review your portfolio, discuss the fees you may bepaying and let you know how we compare.
Contact Us
Learn why 140,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.
*As of 9/30/2023
New to Fisher? Call Us. (888) 823-9566
As a seasoned expert in the field of personal wealth management and institutional investing, I can confidently delve into the concepts presented in the provided article. My expertise is grounded in a comprehensive understanding of the investment landscape, including the various regions and services mentioned.
Geographic Presence: The article outlines Fisher Investments' global reach, emphasizing its presence in North America (United States and Canada), Europe (Netherlands, Belgium, Denmark, France, Germany, Ireland, Italy, Luxembourg, Norway, Spain, Sweden), Australasia (Australia), and Asia (Japan). This international footprint underscores the firm's commitment to serving a diverse clientele.
Service Offerings: Fisher Investments caters to both Personal Wealth Management and Institutional Investing.
-
Personal Wealth Management: This involves working with individuals to craft tailored investment portfolios aligned with their financial goals. The firm addresses key aspects such as retirement planning, wealth growth, wealth preservation, and estate management. Fisher Investments differentiates itself through its fiduciary obligation, personalized service, and performance-based fees.
-
Business 401(k) Services: Fisher Investments stands out as one of the largest investment advisers serving small and mid-sized businesses. The services include upgrading retirement plans, providing employer services (investment solutions, employee services, administration support, and fiduciary services), and offering various retirement plan features (401(k) plans, 403(b) plans, cash balance plans).
-
Institutional Investing: Fisher Investments serves a diverse range of institutional clients globally, including pension funds, governments, foundations, endowments, and more. The firm employs a top-down investment process, encompassing security selection and various investment strategies. Notably, it emphasizes responsible investing and participant-managed accounts.
Investment Strategies: The article touches on Fisher Investments' investment strategies, such as global equity, US equity, global ex-US equity, emerging market equity, fixed income, long/short, and quantitative strategies. The firm incorporates Environmental, Social, and Governance (ESG) factors into its investment decisions, showcasing a commitment to responsible investing.
Transparency and Fees: Fisher Investments highlights its commitment to transparency and simplicity in its fee structure. The fees are based on the value of assets under management, and the firm positions itself as a fee-only investment adviser. The transparent fee model aims to align the interests of Fisher Investments with those of its clients, fostering a belief that the firm succeeds when clients succeed. The article emphasizes that the fee structure is competitive and devoid of hidden or layered fees, positioning it favorably against industry practices.
In conclusion, Fisher Investments, as portrayed in the article, is a globally recognized player offering comprehensive personal wealth management and institutional investing services with a focus on transparency, client alignment, and competitive fee structures.
