It’s Time for an Adviser Who’s
Clearly Different
Explore the benefits of a tailored, global investing strategy with a fiduciary adviser who puts your interests first. Schedule a complimentary consultation or download our free guide, The Fisher Investments Difference, to learn how we can help you achieve your financial goals.
Always Putting Clients First
Our fiduciary duty is at the core of our business, fully integrated into everything we do. Our financial planning and wealth management centers on our clients’ success by always putting them first.
We never sell complex products that generate commissions for us. Our transparent fee structure is designed to align our interests with our clients’ interests, meaning we do better when our clients do better.
Learn more about the benefits of a fiduciary adviser with a complimentary consultation. Request yours below.
Schedule Now
A Strategy Tailored to Your Needs
We recognize your wealth management needs are unique and we never recommend a cookie-cutter approach. Our Investment Counselors take the time to understand your needs, finances, lifestyle and financial dynamics—so we can tailor a wealth management strategy especially for you.
We can design a flexible, forward-looking plan coordinating investment management, tax, estate and financial planning. As your needs evolve, we’ll adapt your plan with them. Your tax-efficient strategy will include finding and plugging any holes in your plan, helping you keep more of what you’ve worked hard to build.
To find out how a tailored wealth management plan can help keep your portfolio on track, please request a complimentary consultation below.
Schedule Now
The Knowledge and Experience You Deserve
When you become a client, you’ll work with Investment Counselors dedicated to keeping you on track to meet your goals. They’re backed by in-house professionals specializing in tax-efficient portfolio management, financial planning and estate planning. Your team will be well-versed in retirement income, Social Security, Medicare and more—so you can rest easy knowing all your financial needs are handled.
Your investments will be handled by our five-member Investment Policy Committee, a tenured portfolio management team with more than 150 years of combined industry experience. We communicate regularly to keep you in the loop on all investment decisions. You’ll also receive invitations to online and in-person events hosted by our portfolio managers and research department.
Please request a complimentary consultation to learn more about how our team can become your team.
Schedule Now
Always Putting Clients First
Our fiduciary duty is at the core of our business, fully integrated into everything we do. Our financial planning and wealth management centers on our clients’ success by always putting them first.
We never sell complex products that generate commissions for us. Our transparent fee structure is designed to align our interests with our clients’ interests, meaning we do better when our clients do better.
Learn more about the benefits of a fiduciary adviser with a complimentary consultation. Request yours below.
A Strategy Tailored to Your Needs
We recognize your wealth management needs are unique and we never recommend a cookie-cutter approach. Our Investment Counselors take the time to understand your needs, finances, lifestyle and financial dynamics—so we can tailor a wealth management strategy especially for you.
We can design a flexible, forward-looking plan coordinating investment management, tax, estate and financial planning. As your needs evolve, we’ll adapt your plan with them. Your tax-efficient strategy will include finding and plugging any holes in your plan, helping you keep more of what you’ve worked hard to build.
To find out how a tailored wealth management plan can help keep your portfolio on track, please request a complimentary consultation below.
The Knowledge and Experience You Deserve
When you become a client, you’ll work with Investment Counselors dedicated to keeping you on track to meet your goals. They’re backed by in-house professionals specializing in tax-efficient portfolio management, financial planning and estate planning. Your team will be well-versed in retirement income, Social Security, Medicare and more—so you can rest easy knowing all your financial needs are handled.
Your investments will be handled by our five-member Investment Policy Committee, a tenured portfolio management team with more than 150 years of combined industry experience. We communicate regularly to keep you in the loop on all investment decisions. You’ll also receive invitations to online and in-person events hosted by our portfolio managers and research department.
Please request a complimentary consultation to learn more about how our team can become your team.
Access Your Guide Today!
Enjoy The Fisher Investments Difference, a free guide detailing how our unique approach has helped thousands of investors and their families meet their financial goals.
Explore the Level of Service You Deserve
Please complete the form to receive your copy of The Fisher Investments Difference and start learning more about the service you can experience as our client. If you’re interested in a complimentary consultation, we’ll be happy to arrange a time to connect.
Explore the Level of Service You Deserve
Please complete the form to receive your copy of The Fisher Investments Difference and start learning more about the service you can experience as our client. If you’re interested in a complimentary consultation, we’ll be happy to arrange a time to connect.
FAQs: Fisher-Answered Questions
Don’t see your question? Our helpful representatives are happy to discuss anything you want to know. Schedule a complimentary consultation today!
What are Fisher Investments’ fees?
Our simple, transparent fee is a small percentage of the assets we manage for you. This makes sure our interests are aligned with yours—and that we only do better when you do better.
Do you have a minimum account size?
We help investors with $1,000,000 or more. This is the size at which a portfolio can be efficiently invested in individual equities—a strategy that has helped tens of thousands of investors reach their goals.
What services do Fisher’s clients enjoy?
In addition to award-winning1 investment management, our clients have access to services including:
- Financial and estate planning
- Annuity review and reinvestment
- Income and expense management
- Economic and market education
- Resources to help navigate Social Security and Medicare
1 Learn about Fisher Investments’ recent awards.
Who will make decisions for my portfolio?
As a client, your portfolio will be tailored to your unique needs and goals. Ongoing decisions will be made by our five-person Investment Policy Committee. This group of tenured portfolio managers has over 150 years of combined experience—and keeps your financial success in mind.
What happens when I connect with Fisher?
We’ll discuss your financial needs, review your current portfolio and find out how we can help meet your goals. There’s no obligation to having this conversation—it’s your chance to see if partnering with Fisher Investments makes sense for you.