Fisher Investments’ cons
Fees on the higher side that aren’t reduced much for large accounts: Fisher Investments charges a fee of 1.25% of assets under management on the first $1 million invested in its equity and blended accounts, plus whatever costs come from executing trades.
Is Fisher a good company?
79% of employees at Fisher Investments say it is a great place to work compared to 57% of employees at a typical U.S.-based company.
Who is better than Fisher Investments?
Top 10 Alternatives & Competitors to Fisher Investments
- Voya Financial. (4)4.5 out of 5.
- AcctTwo. (60)4.6 out of 5.
- Richards Financial. (1)5.0 out of 5.
- Bench. (73)4.4 out of 5.
- PricewaterhouseCoopers (PwC) (16)4.1 out of 5.
- KPMG. (17)4.2 out of 5.
- Fiserv. (15)4.2 out of 5.
- Ernst & Young. (18)4.0 out of 5.
Is Fisher Investments a good money manager?
If you have a high net worth and want a custom, actively managed portfolio, Fisher Investments is an excellent choice. The fees are similar to working with many financial advisors, but you also get the investing experience of Fisher Investments’ team as a client.
What is the problem with Fisher Investments? – Related Questions
Is Edward Jones better than Fisher?
Employee Ratings. Edward Jones scored higher in 8 areas: Overall Rating, Culture & Values, Diversity & Inclusion, Work-life balance, Senior Management, CEO Approval, Recommend to a friend and Positive Business Outlook. Fisher Investments scored higher in 2 areas: Compensation & Benefits and Career Opportunities.
Is Fisher Investments better than Morgan Stanley?
Fisher Investments is most highly rated for Compensation and benefits and Morgan Stanley is most highly rated for Work/life balance.
Overall Rating.
Overall Rating |
3.4 |
3.8 |
Management |
2.9 |
3.4 |
Culture |
3.1 |
3.6 |
What company is the best money manager?
Among the best investment management companies are Vanguard Group, Fidelity, UBS, Schwab, and BlackRock.
What is the average return with Fisher Investments?
Appendix K. Fisher Investments Global Total Return Performance
FI Fiscal Year |
Net Annual Return (%) |
S&P 500 Return (%) |
1 Year |
17.7% |
8.6% |
3 Year |
14.3% |
11.2% |
5 Year |
5.5% |
2.5% |
7 Year |
4.4% |
0.5% |
Is Fisher Investments better than Charles Schwab?
Compare company reviews, salaries and ratings to find out if Charles Schwab or Fisher Investments is right for you. Charles Schwab is most highly rated for Work/life balance and Fisher Investments is most highly rated for Compensation and benefits.
Overall Rating.
Overall Rating |
3.9 |
3.4 |
Culture |
3.8 |
3.1 |
Where does Fisher investment rank?
Fisher Investments ranks #2 on its RIA List, based on total assets under management.
Is Fisher or fidelity better?
Fisher Investments focuses primarily on financial advice services and portfolio management. Meanwhile, Fidelity is the better option if you want to save for your child’s future or open a specific savings account type, such as a health savings account or CD.
What is the number 1 investment company?
25 Most Trusted Financial Companies By IBD Trust Index Rating
Rank |
Company |
Quality |
1 |
USAA |
95.3 |
2 |
USAA |
92.3 |
3 |
Vanguard Brokerage |
89.2 |
4 |
Charles Schwab |
88.1 |
What is Fisher Investments reputation?
Fisher Investments Awards and Recognition
For the last four consecutive years, it’s been named among the top 300 financial advisors by Financial Times, which evaluates firms based on their AUM, AUM growth, industry certifications, online accessibility and other factors.
Is Merrill Lynch or Fisher Investments Better?
Employee Ratings. Merrill Lynch scored higher in 7 areas: Overall Rating, Culture & Values, Diversity & Inclusion, Work-life balance, Senior Management, CEO Approval and Recommend to a friend. Fisher Investments scored higher in 2 areas: Compensation & Benefits and Career Opportunities.
Why did Fidelity drop Fisher Investments?
Fidelity last week had publicly criticized Fisher over what it called ‘highly inappropriate’ remarks he made at the Tiburon CEO Summit in San Francisco. The Boston-based mutual fund giant is at least the fifth major institutional client to exit in the wake of the controversy.
Is Fisher Funds ethical?
Fisher Funds is one of the companies we believe are investing responsibly and one which we recommend to some of our clients who want to prioritise ethical investing in their KiwiSaver.
How much money has Fisher Investments lost?
Within weeks of the incident Fisher Investments lost more than $2.7 billion as several institutional clients, including government pensions, severed their relationship with the firm.
What is Fisher Investments known for?
Fisher Investments is an independent investment adviser currently managing $197 billion for individuals, families and institutions around the world. ** For over 40 years, we’ve helped clients work toward their financial goals.