fisherinvestments.com

2.7
2.7 Based on 89 reviews

Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors....

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Lack of Tranparency about costs and outperformance

I have been making my own investment decisions for many years and have built up a mid-six-figure fortune as a result. I have been in sporadic contact with Fisher Investments for several years, but now I want to use my assets as retirement income.There were several phone calls and webinars, and I wanted specific information about the total management costs and asked for a real sample portfolio. In the end, I received a standard contract with many vague additional costs that I would have to bear (always plus VAT). The advisor avoided giving me a clear statement on the total costs. I also asked him how they would ensure increased portfolio performance.Ultimately, I decided against asset management with Fisher Investment. Opaque cost structures and vague statements about outperformance are unacceptable to me. My fear was that my dividend income would largely end up with Fisher Investment in the future.

2
Date of experience: Feb 21, 2025

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