How much does Fisher investment cost?

Fisher Investments charges an all-encompassing fee of 1.5% on portfolios up to $500,000. The fee drops on higher account balances, to as low as 1.25%. There are no commissions or hidden fees based on trading within your account. Is Fisher Investment worth the fee?

What is the average client balance at Fisher Investments?

While Fisher Investments advises clients across a variety of portfolio sizes, the average client balance is currently $1.3 million. In total, Fisher Investments manages $173.4 billion in assets. What is the historical performance of Fisher Investments?

Are You taxed if you take income from a Fisher investment account?

Tax considerations so you are taxed as little as possible upon taking income from the account All the investment management is done by Fisher Investment’s IPC or Investment Policy Committee, which is overseen by five people, including Fisher Investments’ founder, Ken Fisher.

Who is eligible for the Fisher Investments offer?

Eligibility: The offer is available only to qualified investors who become clients of Fisher Investments and who surrender an annuity, CD, REIT, or mutual fund and transfer the proceeds to be managed by Fisher Investments. Nothing in the offer infers any right on any person to become a client of Fisher Investments.