Simple, Straightforward Fee Structure

At Fisher Investments, we believe you deserve simplicity and transparency when it comes to the fees you pay. We also believe an investment adviser’s interests should align with your own. That’s why we offer a simple advisory fee based on the size of the portfolio we manage for you.

Our Fees

  • Simple and Straightforward: Our fees are based only on the value of the assets we manage for you.
  • Aligned with Your Best Interests: Fisher Investments is a fee-only investment adviser; this helps align our interests with yours. In other words, we do better when you do better.
  • Transparent: We never charge hidden or layered fees. What you see is what you get.
  • Competitive: We believe our fee is often lower than many other financial professionals’ fees, particularly when you consider the commissions, layered fees, kickbacks and other “add-on” fees that are rife in our industry.
ForAt Fisher Investments, We Understand The Issues Fees Raise.View Transcript

Our Fee Structure Explained

At Fisher Investments, We Understand The Issues Fees Raise.

Hence, we offer a simple and competitive tiered advisory fee based on your portfolio's size. It is designed to be easy to understand and we believe it puts your interests first.

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Questions To Ask Your Financial Professional

Your financial professional’s compensation can create hidden conflicts of interest. For example, some earn commissions on products they sell—like funds or annuities—in addition to collecting management fees. Others base certain fees on performance, which can encourage chasing short-term returns and hinder risk management.

When considering professional money management, here are some questions you can ask to learn more about the fees you might pay:

  • How are your fees structured?

  • What other compensation do you receive besides what I pay you directly? Do you collect commissions or other incentives?

  • Will you use mutual funds or other investment products in my portfolio? What fees will I pay for these?

If you have questions about Fisher Investments’ fees, or the fees you’re paying with your current portfolio, contact us to request an evaluation. We can review your portfolio, discuss the fees you may be paying and how we compare.

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Learn why 135,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 6/30/2023

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