The Ultimate Guide to Fisher Investments Reviews: Pros, Cons, and Performance History

Deciding where to invest your hard-earned money can be tricky. Fisher Investments is a big name with over $200 billion managed for clients. Our guide reviews the pros, cons, and how this company’s performance history stacks up against others.

Keep reading to make smarter investment choices!

Key Takeaways

  • Fisher Investments handles over $200 billion for clients and offers customized advice with a minimum investment of $500,000.
  • The firm is known for its fee-only structure and focuses on long-term growth but has high fees which may not suit everyone.
  • Some customers praise the personalized service while others find the limited diversification and basic website a downside.
  • Competitors like Vanguard or Charles Schwab might provide lower fees and more diverse options for investors to consider.
  • Prospective clients should look at alternatives to match their financial goals due to Fisher Investments’ high costs and risk factors.

Overview of Fisher Investments

Fisher Investments is an investment management firm that provides portfolio management and financial advisory services to individuals and institutions. With a focus on long-term investing, Fisher Investments caters to high-net-worth clients and offers a fee-based structure for its services.

What is Fisher Investments?

Fisher Investments is a wealth management firm that handles over $200 billion for its clients. It stands out as a fee-only Registered Investment Advisor (RIA) firm dedicated to guiding investors through the complexities of portfolio management.

The company requires individuals to invest at least $500,000 and focuses on creating tailored investment plans.

Clients of Fisher Investments get personalized service from experienced financial advisors and Investment Counselors. These professionals use a comprehensive approach to manage client capital, striving for growth and long-term success.

Despite not offering brokerage services, the firm prides itself on strong reputation and advisory expertise.

How does Fisher Investments work?

Fisher Investments manages client portfolios with a minimum requirement of $500,000. The firm practices a comprehensive approach to capital management and functions as a fee-only Registered Investment Advisor (RIA).

This involves providing access to dedicated Investment Counselors and implementing an investment philosophy focused on long-term growth. Fisher Investments also offers personalized investment strategies and manages over $200 billion for its clients.

Additionally, the firm’s high management fees complement its reputation for experienced advisory teams and could potentially address specific financial goals.

Target clientele

Fisher Investments caters to high-net-worth individuals with a minimum portfolio requirement of $500,000. The firm offers its services to investors seeking comprehensive capital management and dedicated Investment Counselors.

With over $200 billion managed for clients, Fisher Investments is an attractive option for those who value experience and a strong reputation in financial companies.

The firm’s fee-only RIA structure may appeal to clients looking for transparent fee structures and avoiding conflicts of interest often associated with commission-based models. Fisher Investments’ focus on comprehensive client capital management aligns well with individuals seeking a holistic approach to their investment strategy.

Investment philosophy

Transitioning from the target clientele, Fisher Investments carries out a comprehensive approach to client capital management by focusing on long-term growth and minimizing risk. With a minimum portfolio requirement of $500,000, the firm’s investment philosophy emphasizes proactive market analysis and strategic portfolio diversification to achieve sustainable returns.

Despite high fees associated with their services, Fisher Investments prides itself on delivering personalized solutions backed by an experienced advisory team, prioritizing client satisfaction and long-term financial success.

The company’s fee-only RIA model ensures that they are solely compensated through client fees rather than commissions or sales charges. This structure aligns their interests with those of their clients while emphasizing transparency in financial recommendations and decision-making processes.

Fee structure

Fisher Investments requires a minimum portfolio of $500,000. The investment management fee is high and there are additional charges associated with Fisher Investments. These high fees may not be suitable for all investors, particularly those with smaller portfolios or looking to minimize costs.

Fisher Investments Reviews: Pros and Cons

Fisher Investments has received positive reviews for its personalized investment approach and comprehensive financial planning services. However, some clients have expressed concerns about the fee structure and customer service experience.


  1. Fisher Investments requires a minimum portfolio of $500,000, ensuring a client base consisting of serious, committed investors.
  2. The firm employs dedicated Investment Counselors, providing personalized attention and guidance to clients.
  3. Managing over $200 billion for its clients, Fisher Investments boasts a strong reputation and an experienced advisory team.
  4. Fisher Investments offers a comprehensive approach to client capital management, focusing on long – term investment strategies.
  5. As a fee – only RIA firm, Fisher Investments maintains transparency and aligns its interests with those of its clients.
  6. Despite high charges, the firm’s investment philosophy emphasizes active portfolio management to adapt to market fluctuations.
  7. While lacking diversification, the firm’s investment strategy concentrates on tailored solutions for individual portfolios.
  8. The website may be basic with limited features; however, it ensures clear and straightforward access to essential information for clients.


Considering the potential drawbacks, it’s important to be aware of the following points regarding Fisher Investments:

  1. High investment management fees can significantly impact overall returns.
  2. Limited diversification could expose portfolios to higher risk levels.
  3. The absence of a brokerage platform may restrict client flexibility in managing their investments.
  4. The basic website with restricted features might not meet the expectations of tech – savvy investors.
  5. The high minimum portfolio requirement of $500,000 may exclude many potential clients from accessing their services.

Performance History and Comparison

Explore Fisher Investments’ average returns, customer reviews, and how it compares to its competitors in terms of performance track record.

Average returns

Fisher Investments has built a reputation for their investment strategies and performance history. While specific average returns may fluctuate based on market conditions, an HTML table can provide a structured view of their performance across different time frames:

Customer reviews

Customer reviews of Fisher Investments are mixed. Some clients appreciate the dedicated investment counselors and the comprehensive approach to capital management. However, there are complaints about high fees, lack of diversification, and a basic website with limited features. Additionally, some customers have raised concerns about the high risk associated with investing through Fisher Investments. The firm’s strong reputation and experienced advisory team are noted as positives in several customer ratings but overall; reviews point out potential drawbacks related to fees and risk.

Competitor reviews

Competitor reviews reveal that Fisher Investments’ high minimum portfolio requirement and fees make it less accessible compared to other investment platforms. Clients often cite the lack of a brokerage platform and basic website features as drawbacks when comparing it to other financial companies. Additionally, the firm’s limited diversification options are deemed less favorable in contrast to competitor offerings, despite its strong reputation and experienced advisory team.

The high charges associated with Fisher Investments stand out starkly against competitors, along with customer complaints about fee structure. Furthermore, rival investment platforms showcase more comprehensive services and better complaint resolution according to BBB reviews, making them appealing alternatives for those seeking more diverse investment options.

Final Verdict

Fisher Investments may be worth the cost for high net worth individuals seeking comprehensive capital management, but it is important to consider the high fees and lack of diversification.

Alternatives such as Vanguard or Charles Schwab may offer lower fees and more diverse investment options.

Is Fisher Investments worth the cost?

Fisher Investments demands a substantial minimum portfolio of $500,000 and imposes high investment management fees. The firm’s basic website with limited features may not justify the associated charges.

Additionally, Fisher Investments lacks diversification, leading to high risk for clients’ portfolios.

Given the high charges and risk involved, some investors may question whether Fisher Investments is truly worth the cost. However, the firm has a strong reputation and an experienced advisory team managing over $200 billion for its clients.

Alternatives to Fisher Investments

Considering the high fees and risk associated with Fisher Investments, it’s important to explore alternative options. Here are some alternatives to consider:

  1. Vanguard: Known for its low-cost index funds and customer-focused approach, Vanguard offers a wide range of investment options suitable for various risk tolerances.
  2. Charles Schwab: With a user-friendly platform and a wide selection of investment products, Charles Schwab is an attractive option for investors looking for diverse portfolio choices.
  3. Fidelity Investments: Fidelity provides a comprehensive range of investment options along with excellent customer service and educational resources for investors.
  4. TD Ameritrade: Offering advanced trading platforms and research tools, TD Ameritrade is ideal for active traders seeking a variety of investment products.
  5. Betterment: For hands-off investors, Betterment provides automated portfolio management and tax-efficient investing strategies at a lower cost compared to traditional financial advisors.
  6. Wealthfront: This robo-advisor offers low-cost, diversified portfolios using advanced algorithms to optimize investments based on individual goals and risk tolerance.


Considering the high minimum portfolio requirement and management fees, potential investors should carefully weigh the pros and cons of Fisher Investments. While the firm provides access to experienced advisors and a strong reputation, its limited diversification and high charges may deter some clients.

Moreover, the lack of a brokerage platform and basic website features could also pose challenges for certain investors seeking more flexibility in their investment approach. With alternatives available in the market that offer lower fees, diverse investment options, and advanced online platforms, individuals with smaller portfolios or those looking for more comprehensive services may find better-suited options beyond Fisher Investments.

Is Fisher Investments worth it? That depends on individual preferences, risk tolerance levels, and long-term financial goals. It is essential for potential clients to conduct thorough research into alternative firms before making a final decision regarding their investment needs.


1. What can I learn from The Ultimate Guide to Fisher Investments Reviews?

You will get details about the pros and cons of investing with them, and understand their performance history.

2. How does Fisher Investments’ performance history help me?

Their performance history shows how well they have managed money in the past, which helps you decide if they’re right for you.

3. Are there any common complaints about Fisher Investments?

Some investors report complaints which are important to consider alongside the positive reviews when researching this financial company.

4. Can The Ultimate Guide show me what others think of Fisher Investments?

Yes, it includes different viewpoints from various investors so you can see a full picture before making a decision.

Free AlphaBetaStock's Cheat Sheet (No CC)!+ Bonus Dividend Stock Picks
Scroll to Top