Wow. So much to say that’s important. “They do better when they’re clients do better.” Promotes them taking risk. And advice inconsistent. A friend and I invested large amounts. Advice inconsistent despite similar age, goals, families, etc. we lost money. He ghosted both of us. Trust me: the experience I had was the worst ever from any Fin Advisor. Never Fisher again. When I lost big $$, agent ghosted me. I sssumed embarrassed but he was unethical. Might be some good guys there but why say they’re a fiduciary when all advisors are?? Those are SEC rules. It’s like an ice cream store saying “we have freezers all night long or a jeweler saying our diamonds are real. Don’t trust them unless you match risk preference tolerance in writing so they don’t 'cause big losses and a stressful two years.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.
