These guys charge a little more (about .3%) because they have tons of their own analysts--one of which, Ricardo, is assigned to me. Even though we have one of their smallest portfolios we receive stellar service, quarterly client dinners, and updates, and they LISTEN to us. We collaborate as a team together, and we've learned a lot. Bottom line, they've returned between + .9% to 1.2% above their competitors for decades.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.
