Founded in 1979, Fisher Investments is a fee-only financial adviser headquartered in Camas, Washington. The firm employs more than 3,000 people and has offices worldwide. It has weathered economic setbacks like the 2008 recession and continues to expand and innovate. It is trusted by some of the world’s largest institutions, and its services are widely recognized for their strong returns and cost efficiency.
Fisher Investments follows the Fiduciary Standard, which means it discloses potential conflicts of interest to clients. Each client has a dedicated account manager. This team uses expertise in the financial markets to choose the most appropriate investment strategy for them. They also monitor market conditions and manage risks. Whether a client needs a fixed income strategy or is looking for a more diversified portfolio, their team can help them reach their goals.
Fisher Investments focuses on individual and joint accounts. It also works with personal equity plans, self-invested pensions, funded retirement benefits arrangements, and charitable trusts. The firm does not charge a commission per trade, but instead offers an annual fee based on the portfolio size. The fee is usually between 1% and 1.5% of the portfolio value.
Fisher Investments uses a three-pronged approach to build portfolios for high net-worth clients. The strategy is based on the client’s risk tolerance and time horizon. Its flexible approach to managing risk and diversification is widely accepted by academics, investment professionals, and chief investment managers.