Last Updated: 06/26/2025
Fisher Investments Wealth Management
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Last Updated: 06/26/2025
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Highlights
Minimum Initial Investment
$1,000,000
Annual Advisory Fee
N/A
Fisher Investments Wealth Management Review
Fisher Investments Wealth Management is offered by Fisher Investments, a financial services company founded in 1979 and based in Plano, TX. Fisher Investments is available in 50 states (and Washington, DC).
Key Takeaways
- Access portfolio management specialists and team of financial, tax and estate planning professionals.
- Get tax-efficient wealth management that helps you keep more of what's yours.
Fisher Investments Wealth Management Pros & Cons
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Fisher Investments Wealth Management FAQ
What wealth management fees does Fisher Investments Wealth Management charge?
Fisher Investments Wealth Management uses a fee-only model .
Fee-only model. The main advantage of this model is clients don't have to worry their wealth managers are influenced by commissions when making financial recommendations. Fee-only advisors have a fiduciary duty toward their clients. That means they are legally required to put their clients' interests first and cannot sell them a product they don't need or that goes against their goals or risk tolerance.
What are the investment expense ratios of Fisher Investments?
Hiring an wealth management firm with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved.
Fisher Investments does not charge fees based on an investment expense ratio. What are the annual management fees of Fisher Investments Wealth Management?
The management fees will depend on the funds included in your portfolio. Fisher Investments Wealth Management does not provide a specific range but in the case of funds that charge a management fee, clients pay for indirect Fund investment advisory fees to the investment adviser of each Fund and direct Program Advisory Fees to Fisher Investments Wealth Management.| Description | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Management Fee | 1% - 1.5% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Fee Model | Management and/or advisory fee | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
What wealth management services does Fisher Investments Wealth Management offer?
Wealth management companies typically offer a wide selection of services. Fisher Investments provides the following:
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What investment vehicles does Fisher Investments Wealth Management offer?
A well-balanced portfolio should include a mix of investments, such as stocks, bonds, real estate, and other investment vehicles. It should also contain assets with varying levels and types of risk to help minimize the overall impact if one of the portfolio's assets loses its value.
These are the investment options Fisher Investments offers its clients.
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What is the minimum amount you have to invest to open an account with Fisher Investments Wealth Management?
The minimum amount to open an account with Fisher Investments Wealth Management is $1,000,000.SuperMoney Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...
Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author's alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.
Message from Fisher Investments
Hours of Operation
Sunday
Closed
Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed