We initially talked to a Fisher client rep that we liked, and felt good about, thought that the firm might work for us. Then we had the Zoom call where we were told ( not asked) to docusign many forms allowing Fisher to move our accounts etc without giving us time to get any kind of full explanation — or even for me to scribble notes as we went along . The reason given was that Fisher needed to get our accounts “ trading as soon as possible”. I had other questions about taxes, and possible retirement when i turned 72 —all blown past by Fisher rep Josh in pursuit of moving our accounts to them and signing up. We were then transferred to a second person Miles, who was much the same. At this point we had to put the brakes on and say wait — give us some time. We read the reviews here in Trust Pilot and see that others felt “ hustled” too. i also see that some people have had a good experience. We did not. Fisher,don’t pressure and hustle people. It made me feel like you were selling me a used car.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.
