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. Your financial professional’s compensation can create hidden conflicts of interest. For example, some earn commissions on products they sell, in addition to collecting management fees. Others base certain fees on performance, which can encourage chasing short-term returns and hinder risk management.
When considering professional money management, here are some questions you can ask to learn more about the fees you might pay:
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How are your fees structured?
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What other compensation do you receive besides what I pay you directly? Do you collect commissions or other incentives?
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Will you use mutual funds or other investment products in my portfolio? What fees will I pay for these?
If you have questions about Fisher Investments’ 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.
