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Simple, Straightforward Fee Structure

We believe an investment manager’s interests should align with your own. Fisher Investments, an affiliate of US-based FAM, receives a simple, transparent ongoing annual management fee based on the value of the assets managed for you.

Fisher Investments is part of the global Fisher group of companies.


Fees

  • Simple and Straightforward: Fees are based on the value of the assets we manage for you.
  • Aligned with Your Interests: Fisher Investments is a fee-only investment manager; this helps align our interests with yours. In other words, we do better when you do better.
  • Competitive: We believe our fees are often lower than many other financial professionals’ fees, particularly when you consider layered fees, kickbacks and the other “add on” fees that are rife in our industry.

Questions to Ask Your Financial Professional

At Fisher Investments, we understand the issues fees raise. So, it’s important to make sure you understand them and whether your financial professional’s incentives are aligned with your own.

When considering professional money management, here are some questions you can ask to learn more about the fees you might pay:

  • How are your fees structured?

  • What other compensation do you receive besides what I pay you directly? Do you collect commissions or other incentives?

  • Will you use managed funds or other investment products in my portfolio? What fees will I pay for these?

If you have questions about Fisher Investments's fees, or the fees you’re paying with your current portfolio, contact us to request an evaluation. We can review your portfolio, discuss the fees you may be paying and how we compare.

Learn More

Learn why 210,000 clients trust us to manage their money and how FAM and its affiliates may be able to help you achieve your financial goals.

As of 30/06/2026

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