Fisher Investments Review 2025
Fisher Investments review
Fisher Investments is a wealth management firm that meets a fiduciary standard. Fisher Investments offers financial planning and portfolio management services designed to help you meet your short-term and long-term financial and wealth-building goals.
Fisher Investments, like the name suggests, is investment-focused on behalf of its clients. You get access to a personalized strategy based on your goals and situation. Fisher uses a mix of stocks and bonds, along with other assets, to manage your portfolio with an eye toward market conditions and macroeconomic factors.
Overall, Fisher Investments offers financial planning services that include access to advisors who can help with cash flow management, estate and tax planning, maximizing Social Security benefits and reaching other financial objectives.
Your advisory team will schedule regular check-ins to update you on portfolio performance and adjust your plan as needed.
Fisher Investments fees and pricing
Fisher Investments uses an AUM model:
- First $1 million: 1.25%
- Next $4 million: 1.125%
- Over $5 million: 1.00%
If your portfolio balance is lower than the $1 million Fisher Investments normally works with, you might pay up to $1.50%.
Income-only accounts have lower AUM fees, but they aren’t managed to grow. Instead, you can receive income from the proceeds. These fees are also tiered and range from 0.28% to 0.75% AUM.
How to sign up for a Fisher Investments account
Fisher Investments doesn’t offer online account creation for new clients. You can call or fill out a form to schedule a consultation. After the consultation, an affiliated advisor can help you set up an account and get started.