I had an email exchange and then a Zoom meeting with Fisher Investments, and everything went dead after I asked him, with current bond yields at 5 to 6 % and some good dividend stocks providing 6% plus returns, what can Fisher recommends that could outperform these to justify their fee. Then I got a message of a "Heating Emergency," and then everything went quiet. That was 3 weeks ago. My advice is, with all of the options out there today, pay for your own research and then manage your own money. When you lose money companies like Fisher still make money, read Benjamin Graham and you will come out ahead.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.