Who is better Edward Jones or Fisher Investments?
Employee Ratings. Edward Jones scored higher in 7 areas: Overall Rating, Work-life balance, Senior Management, Culture & Values, CEO Approval, % Recommend to a friend and Positive Business Outlook. Fisher Investments scored higher in 2 areas: Career Opportunities and Compensation & Benefits.
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Fees Fisher Investments charges for its services.
| Fisher Investments' Fee Schedule for Equity and Blended Accounts | |
|---|---|
| Next $4 million | 1.125% |
Fisher Investments has been recognized by a number of industry publications in recent years. In 2017, the firm was ranked No. 2 on InvestmentNews' list of the top 10 U.S.-based, fee-only registered investment advisors; the list is ranked according to AUM.
One of the Largest Money Managers
In May 2021, Fisher Investments was ranked #133 on the Pensions and Investments list of the World's 500 largest money managers.
Risk: Our two biggest issues with Fisher Investments are the over reliance on North America, and the lack of protection UK investors will have under the Government's Financial Services Compensation Scheme.
- Best Overall: Fidelity Investments.
- Best Broker for Beginners: TD Ameritrade.
- Best Broker for Mobile: TD Ameritrade.
- Best Broker for Options: tastyworks.
- Best Broker for Low Costs: Fidelity Investments.
- Best Broker for Advanced Traders: Interactive Brokers.
| FI Fiscal Year | Net Annual Return (%) | S&P 500 Return (%) |
|---|---|---|
| 1 Year | 17.7% | 8.6% |
| 3 Year | 14.3% | 11.2% |
| 5 Year | 5.5% | 2.5% |
| 7 Year | 4.4% | 0.5% |
Fisher Investments Fees and Pricing
Fisher Investments charges an all-encompassing fee of 1.5% on portfolios up to $500,000. The fee drops on higher account balances, to as low as 1.25%. There are no commissions or hidden fees based on trading within your account.
What is the minimum to become a client? Fisher Investments' Private Client Group focuses on high net worth individuals with investable assets of $500,000 or more.
Does Edward Jones charge fees?
You'll pay a $40 annual fee for your first retirement account with Edward Jones and $20 for additional IRAs (waived for account values above $250,000). Retirement accounts are also charged dividend reinvestment and dollar-cost averaging fees.
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Fidelity Investments vs Fisher Investments.
| 41% | Promoters |
|---|---|
| 38% | Detractors |
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Overall Rating.
| Overall Rating | 3.9 | 3.4 |
|---|---|---|
| Culture | 3.8 | 3.1 |
Fisher Investments competitors include Fidelity Investments, BlackRock, Edelman Financial Services, Federated Investors and Hanson McClain.
Within weeks of the incident Fisher Investments lost more than $2.7 billion as several institutional clients, including government pensions, severed their relationship with the firm.
At the heart of a good client-adviser relationship is trust, and it can be difficult to have that trusting relationship if your financial professional may be recommending products that aren't in your best interest. That's why Fisher Investments has been held to the fiduciary standard since our founding.
Fisher Investments competitors include Fidelity Investments, BlackRock, Edelman Financial Services, Federated Investors and Hanson McClain.
Merrill Lynch scored higher in 6 areas: Overall Rating, Work-life balance, Senior Management, Culture & Values, CEO Approval and % Recommend to a friend. Fisher Investments scored higher in 3 areas: Career Opportunities, Compensation & Benefits and Positive Business Outlook.
There's no guarantee Fisher Investments will outperform the general market. But it's believed that strategic asset reallocations in various market conditions will improve your long-term performance.
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Fidelity Investments vs Fisher Investments.
| 41% | Promoters |
|---|---|
| 38% | Detractors |
