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  2. Fisher Investments Clients Receive Personalized Service Dedicated To Their Needs. Fisher Investments Tailors Your Financial Plan To Your Goals With Your Interests First.

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  1. 150,000. individuals, families, businesses and institutions around the world. $265 billion. assets under management. 40+ years. experience serving clients and helping them achieve their investment objectives. 5,500. employees dedicated to your financial goals. Best Financial Advisory Firms USA Today 2023.

  2. Jan 11, 2024 · Fisher Investments offers portfolio management and financial planning for wealthy investors. When you sign up, an investment advisor designs and manages a customized portfolio for your goals...

    • Overview of Fisher Investments
    • Services Offered
    • Account Minimums
    • Fee Structures and Pricing
    • Fisher Investments: A Client-Focused Investment Adviser
    • Frequently Asked Questions

    Fisher Investments’ 5-person investment policy committee (IPC) helms all investment strategies for nearly 70,000 clients. As a Registered Investment Adviser, the firm is held to the Fiduciary Standard, which requires putting clients’ interests first and disclosing all potential conflicts of interest. All clients benefit from a personal relationship...

    As you look into Fisher asset management options, remember that Fisher financial services cover a range of topics, needs and clients. Allow Fisher advising to meet you where you are so that you can grow wealth and plan for the future. As you learn more about Fisher, you will find that most services are tailored to you, ensuring that you can succeed...

    To utilize the services of Fisher Investments’ Private Client Group, you usually need to have at least $500,000 in investable assets.

    Fisher Investments’ fees are straightforward and transparent. The firm calculates fees based on the size of your assets under management. Fisher Investments believes this approach makes the most sense — you’ll get world-class, unbiased guidance and their only incentive is to make decisions that maximize your wealth.

    Fisher Investments has what you need if you want world-class, client-first investment advice with a forward-looking approach. As a client, you’ll benefit from a firm that focuses on your long-term financial success. You won’t find a cookie-cutter strategy, complex fees or biased advice with Fisher Investments. Call today to set up a free financial ...

    i*Annuity Fee Credit Terms & Conditions Limited offer: Fisher Investments reserves the right to cancel, suspend or modify the offer at any time and for any reason without notice. Eligibility: The offer is available only to qualified investors who become clients of Fisher Investments and who surrender an annuity, CD, REIT, or mutual fund and transfe...

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  4. As of June 2023, Fisher Investments and its subsidiaries manage over $210 billion in assets for individual and institutional investors globally. The firm maintains four principal business units: Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments ...

  5. Jan 3, 2024 · But is Fisher Investments the right financial management firm for you? Is it worth the fees? Here's everything you need to know about Fisher Investments, how to know if it's the right firm for you, and 3 alternatives you should consider before choosing a financial advisor. What is Fisher Investments? Ken Fisher founded Fisher Investments in 1979.

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