What percentage does Fisher Investments charge?

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asked Mar 4, 2022 in Investing by Doffense8i8 (430 points)
What percentage does Fisher Investments charge?

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answered Mar 6, 2022 by Hydro56098 (2,890 points)
The percentage that Fisher Investments charges depends on the amount.

However Fisher Investments charges a percentage of between 1 percent to 1.25%

Amount of Assets    Annual Management Fee
First $1 million    1.25%
Next $4 million    1.125%
Additional amounts over $5 million    1.00%

Fisher Investments is a reputable firm.

The investment firm Fisher Investments is a legit and reputable firm that can be trusted.

Fisher Investments was founded in 1979 so they have been around and been in business for a long time.

Fisher Investments is an independent money management firm headquartered in Camas, Washington.

Fisher Investments has been recognized by a number of industry publications in recent years.

In 2017, the firm Fisher Investments was ranked No. 2 on InvestmentNews' list of the top 10 U.S.-based, fee-only registered investment advisors; the list is ranked according to AUM.

Fisher Investments charges an all-encompassing fee of 1.5% on portfolios up to $500,000.

The fee drops on higher account balances, to as low as 1.25%.

There are no commissions or hidden fees based on trading within your account.

The number of employees that Fisher Investments has is 3,500 employees.

Fisher Investments was founded by ken Fisher in 1979.

Ken Fisher founded the firm in 1979, incorporated in 1986, then served as CEO until July 2016, when he was succeeded by long-time Fisher Investments employee Damian Ornani.

Fisher remains active as the firm's executive chairman and co-chief investment officer.

As of June 2021, Fisher Investments and its subsidiaries manage over $188 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 International Group.

The firm incorporated Fisher Investments Europe Limited in 1999 with its headquarters in London.

Later it expanded the firm's US operations by opening offices in Vancouver, Washington; Plano, Texas; and Tampa, Florida.

In 2005, the firm was reorganized as a Delaware limited liability company.

The firm also entered into a joint venture in Germany to offer investment services as GrĂ¼ner Fisher Investments GmbH, which is now a wholly owned subsidiary of Fisher Investments.

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