Money Better Spent
Our advisory model maximizes for value generation, so less of your fee goes to non-wealth generating services.
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Adviser | Wealth Generating
Fisher never accepts commissions, always putting your interests first. Some plans pay 3X more on fund fees because many brokers/advisors select funds that pay higher commissions.
|Industry Average||Fisher Average|
|Total Fee Percentage||1.49%Information supported by footnote 2||1.40%Information supported by footnote 2|
|Legend||Green color: Wealth GeneratingInformation supported by footnote 3||Blue color: Non-wealth Generating|
First Class for the Price of Economy
We are champions for the needs of small businesses. And because we specialize in small business retirement plans, we have the knowledge, resources and clout to help you get more out of your vendors without increasing costs. It’s like moving from economy to first class at little or no additional cost.
The Fisher Advantage
Contact Us for a Complimentary Plan Analysis
We break down your existing plan fees—how much you pay and to whom—and compare them to the industry average and what you could be paying with Fisher.Download Sample Report
We benchmark the fees and services of your plan relative to similar plans in the industry.Download Sample Report
Plan Design Analysis
We analyze your current plan features, and help you understand how these features work.Plan Design Analysis
We do customized projections showing what a particular plan type could look like for your specific business (including cost-benefits).Download Sample Report
1 Average increase in employee participation rates as of 12/31/21
2 Average increase in employee contribution rates as of 12/31/21
3 The fund fees calculation is based on data gathered for 500+ retirement plans considering hiring Fisher between January 2022 and June 2022. Improvement is measured by taking the mean of the actual fees paid by the prospect to fund investment managers for their existing fund lineup and comparing it to the mean of the estimated fund fees of the Fisher proposed fund lineup.