Fisher Investments is an independent money management company based in Camas, Washington. It manages investments for individuals, businesses, and institutional clients. The firm has been in business since 1992 and has helped countless individuals achieve their financial goals. They specialize in individual retirement accounts and a variety of investment vehicles. Their seasoned professionals are able to help clients understand the nuances of investing and help them make informed decisions.
If you are considering investing with Fisher Investments, they will create a diversified portfolio tailored to your goals and timeframe. The team will utilize international and domestic markets, exchange-traded funds, cash, and other securities to invest your money. The Fisher Investments team will discuss all recommendations with you to ensure you’re happy with the results. The firm does not physically manage your investments. They maintain your accounts with a third-party custodian.
Fees are comparable to other investment management companies, but they are higher than most robo-advisors. Other robo-advisors charge 0.25% to 0.30% of the assets they manage. However, a Fisher Investments account is suitable for high-net-worth individuals and companies who want to take a hands-on approach to investing. They offer quarterly investment reports, investment training books, and even seminars to teach their clients how to invest effectively.
Fees vary, but Fisher Investments does not charge trading commissions. However, you may be required to pay brokerage commissions and expenses if your account falls below $500,000. Additionally, there are additional expenses that you may need to cover when you invest in ETFs, such as brokerage commissions.