Review Time
I have found Fisher to be very capable as a portfolio manager…their approach is to use individual stocks w strong diversification across sectors and geography…their involvement has freed up 6 hrs weekly that I previously spent on portfolio mgt…their performance has beaten the market metrics and they also do indeed perform their role as fiduciary, where they recently performed their own due diligence on an investment decision I was making and w FBI help identified my planned 5-figure investment to be involving a fraudulent Singapore entity…regarding their expense fees, they are quite reasonable, since their approach gives tax savings and avoids MFs and ETFs and their fees, and their guidance is sophisticated and on-going…
Do not ever ask this company for information. (I downloaded a document and didn't even speak to anyone). You will be harassed by them and then when you decline their help, they will have an attitude, as though they are the only game in town that knows what they are doing. I asked them politely several times to take me off their list. Let's see what happens this time. September 22, 2025 Fisher Investments contacted me regarding my review and have promised to take me off their list as well as apologizing for my experience. They also mentioned taking my feedback up with their training team. I am satisfied with their follow-up regardless of knowing if anything will change.
$750k liquid cash or no further informationcall from Fisher Investments in Australia ? Asked them the process and their % and fees etc, says I am not eligible till I have liquid $ 750k Says made 30% last year and 14.3 % on average over last 10 years after fees. Would like to have known more....?
I was referred to them by a friend who did not do business with them, but thought about it. So I followed up and my experience was bizarre. Just even trying to get past the front desk girl was like a mess. I told her I don’t wanna deal with anybody in Washington. I wanna deal with somebody in Scottsdale and then she transferred me to somebody in Washington?? Zero tension the detail establishes no confidence with you then when I told the guy that answer the phone that he was kind of silent and so I just said OK goodbye this is weird!
Average returns, very high management charges in comparison. Also multi-layered in that you have the actual investment company (eg Fidelity), and another company managing the SIPP in the UK on behalf of Fisher. There is an UK arm of Fisher, not sure what they provide as all contact is with States-side personnel. With hindsight would not make the same choice.
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.
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.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.
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