Professional service and stellar returns. I moved to Fisher in August 2024, after reaching out to them. The onboarding process was brilliant handled by Kirsty, a client director. Ultimately I felt it wasn't a 'sales' process but really trying to educate me on the options / trade offs available. The actual process itself was smooth, and I was kept updated throughout. In terms of the service after joining, I get quarterly calls from my investment advisor Jared, plus additional calls when the market is rough. I can obviously only speak for my advisor but the advice I have got I have found to be exceptional, and I also value his ability to explain complex investment issues / jargon in simple to understand ways. I can also reach out and call my advisor as much as wanted, for items ranging from worries about the market and advice about investment strategy. I am aware Fisher offers a host of additional services and can connect you with in house specialist advisors but haven't engaged with this (and believe it might be at an additional cost). In terms of returns, Fisher has returned well above its benchmark this year, net of fees. On fees, this is perhaps the one area of concern to know when going with Fisher. I think for me, the importance of fees depends on your investment outlook. A lot of the advice / evidence is that it is very hard / impossible to outperform the market over the long run. Following from this, you should minimize fees and buy an ETF (eg ~0.1% fees). From this perspective then yes Fisher is expensive (eg ~1.25% a year). However for me Fisher offers some key advantages namely, a barrier between me and my money (eg no panicking selling), lots of free advice and limited tax management (e.g you will need to do a self assessment, but they will handle ISA subscriptions, and liquidation of assets each year to realize gains in taxable accounts, optimally). It is also worth noting that Fisher's performance has been stellar, and has really in terms of major ETFs/ indexes only lagged the SP500 since inception. However arguably picking the SP, is cherry picking in itself with hindsight bias.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.
