Fisher Investments is an independent money management firm headquartered in Camas, Washington. It offers a wide range of investments and portfolio services. It has many years of experience in managing clients’ portfolios. Its mission is to help you achieve financial goals. In order to do so, the company uses a disciplined approach and offers comprehensive, personalized service.
The company’s Investment Policy Committee, which is made up of five investment experts with over 130 years of experience, oversees the company’s strategy and investment decisions. The firm focuses on working with individual accounts, joint accounts, personal pension plans, funded retirement plans, trusts, and corporations. It adheres to the highest standards of compliance. Although Fisher Investments has received many positive reviews from past clients, they have also faced a number of complaints.
The Fisher Investments team works closely with clients to develop a customized investment portfolio for them. They will consider your risk tolerance, timeline, and investment objectives. They will also take tax considerations into account and help you develop a budget. The portfolio will be diversified and customized for your financial goals. The team will also advise you on the appropriate type of securities and exchange traded funds (ETFs).
The investment policy committee at Fisher Investments consists of five members who have been working together for more than 30 years. They advise the company on investment strategy and make portfolio recommendations based on their research. They also have a fully-staffed research department that analyzes macroeconomic trends, monitors all major investment sectors, and evaluate individual securities. This team works with the Investment Policy Committee to develop strategic investment decisions.
Ken Fisher founded Fisher Investments in 1979. The company employs over 3,500 people across six continents. He is a renowned figure in the world of investment, having published 11 books and authored a popular financial investment column in Forbes. He also owns 75% of the company. As the chief investment officer and executive chairman, Ken Fisher oversees the firm’s investment strategies. The firm claims to have 40,000 high-net-worth investors and 17 institutional clients.
Fisher Investments has a very low fee structure. Currently, clients pay 1.25% of their account value in fees. However, this decreases to 1% as the account size increases. Clients with smaller accounts may also pay brokerage commissions. These fees are also billed separately. As such, Fisher Investments is an excellent choice for investors who are seeking advice.
Generally, the minimum account size required by Fisher Investments is $500k. However, if a client has less than $500k in investable assets, Fisher Investments may be able to work with them. The company offers a wealthbuilder account that allows lower-level investors to work with a financial advisor. It also works with various government entities and pooled investment vehicles.
Fisher Investments is an independent money management firm headquartered in Camas, Washington. It manages over $100 billion in assets for tens of thousands of individuals.