Over 145,000* Clients Globally Entrust Us as Stewards of Their Financial Futures
*As of 12/31/2023. Includes Fisher Investments and its subsidiaries.
Our Wealth Management Services
We provide a tailored approach to investment management and financial planning that puts our clients first. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio. If you already own investments such as annuities, Fisher Investments can discuss and provide information about them to help determine if they make sense for your investment goals. This results in a personalized investing approach consistent with your goals and needs.
Working With Us
If you have $500,000 or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial future in retirement.
We charge one simple fee based on the amount of assets we manage for you. We structure our fees so we do better when you do better. There are no hidden or layered fees.
We provide transparent performance measurement—net of our fees—so you can accurately track progress over time toward your long-term financial goals.
A Global Investment Manager Who Is Focused on You
Understand Your Financial Goals
Tailor a Portfolio for You
Keep You on Track
Provide Continuous Education
Truly Personal Investing
How We're Different
Investors have a lot of wealth management options these days. But with so many choices, it can be hard to know what’s best for you. We believe in a tailored investment management approach. There are no cookie-cutter portfolios, no high-commission investment products and no commissions on trades.