How You Benefit from Fisher Investments' Simple Fee Structure

Transcript

Our fees are very competitive within the industry, especially when looking at other competitive products or services. We have a very transparent fee structure. We bill only on assets under management and we're not charging any commissions.

It's a straightforward and transparent fee, and the simple way it works is that when a client comes to us with some principal amount of savings, they want us to invest on their behalf, all we charge, and we're very upfront about it, is that simple fee that's based on the amount that they're entrusting us with.

That differs than most of our competitors, who often will charge for assets under management, but may also charge for commissions and may also sell products along the way. They might set up multiple different account types for a client in order to be able to sell or provide different things within those account whereas we don't believe the client needs all of that. We keep everything much more transparent and straightforward at Fisher.

Our fee structure aligns our interests with clients, because the only way that we as a firm do better is when our clients do better.

If you want to learn more about Fisher Investments' fee structure or our fees generally, or you want an analysis of the fees that you're currently paying in your portfolio, please contact us today. We'd be happy to help.

Fisher Asset Management, LLC does business under this name in Ontario and Newfoundland & Labrador. In all other provinces, Fisher Asset Management, LLC (FAM) does business as Fisher Investments.

Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance is no guarantee of future returns. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.

This information constitutes the general views of Fisher Investments and should not be regarded as personalised investment or tax advice or as a representation of its performance or that of its clients. No assurances are made that Fisher Investments will continue to hold these views, which may change at any time based on new information, analysis or reconsideration. In addition, no assurances are made regarding the accuracy of any forecast made herein. Not all past forecasts have been, nor future forecasts will be, as accurate as any contained herein.