Personal Wealth Management / Corporate Information

How You Benefit from Fisher Investments' Transparent Fee Structure

Fisher Investments offers a simple, transparent and competitive fee structure for clients. We bill only on assets under management—we do not sell products or earn commissions on trades. We believe this helps align our interests with clients’ interests. Put simply, the only way we do better is when our clients do better.

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The Fisher Investments Difference

Transparent Fee Structure

FISHER INVESTMENTS ®

Jessica Smith: 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.

A woman dressed in a beige sports jacket appears. A fly-out in the lower right corner identifies her as Jessica Smith, Client Services Vice President. The fly-out disappears.

Naj Srinivas: 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.

A man dressed in a dark blue suit appears. A fly-out in the lower right corner identifies him as Naj Srinivas, Group Vice President, Client Communications. The fly-out disappears.

Jessica Smith: 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.

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Wendy Nicholsen: 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 structures. Whereas, we don't believe the client needs all of that. We keep everything much more transparent and straightforward at Fisher.

A woman dressed in a blue sports jacket appears. A fly-out in the lower right corner identifies her as Wendy Nicholsen, Client Services Program Manager. The fly-out disappears.

Jessica Smith: 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.

Jessica Smith reappears.

Naj Srinivas: 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.

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Interested in learning more about Fisher Investments and how we can help? Call us at (888) 823-9566 to speak with a local representative.

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Fisher Asset Management, LLC 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 not guarantee of future results.

FISHER INVESTMENTS®

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This commentary constitutes the general views of Fisher Investments, and should not be regarded as personalized investment or tax advice or as a representation of their performance or that of their clients.

No assurances are made that they 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.

FISHER INVESTMENTS®

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