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  Fisher Investments Wealth Management
Fisher Investments Wealth Management
in Wealth Management from Fisher Investments
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Fisher Investments Wealth Management

Unaffiliated
in Wealth Management from Fisher Investments
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Highlights
Minimum Initial Investment $500,000
Median Account N/A
Wealth Managers N/A
U.S. AUM (billions) $197

Fisher Investments Wealth Management Review

Fisher Investments Wealth Management is offered by Fisher Investments, a financial services company founded in 1979 and based in , WA. Fisher Investments Wealth Management are available in 50 states (and Washington, DC).

Fisher Investments Wealth Management Pros & Cons

Pros Cons
  • Offers tax planning services.
  • Provides personalized investment advice.
  • Wide selection of wealth management services offered.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.
  • Estate planning is not included.
  • Not many investment vehicles available.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.

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 Wealth Management?

Hiring a wealth management firm with competitive investment fees is one of the most important steps to maximizing your portfolios performance.

Fisher Investments Wealth Management does not charge fees based on an investment expense ratio.

What are the annual management fees of Fisher Investments Wealth Management?

Fisher Investments Wealth Management does not disclose its investment expense ratios. If you use Fisher Investments Wealth Management, make sure you receive a clear description of fees before you hire its services.

Fisher Investments Wealth Management Fees
Description
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:

Wealth Management Services Offered
Supported Options Unsupported Options
  • Tax Planning
  • Strategic Research
  • Financial reporting
  • Investment Advice
  • Acquisitions and dispositions
  • Cash management
  • Accounting
  • Due diligence
  • Estate Planning

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.

Fisher Investments does not offer any of the investment vehicles that we track.

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 500000.
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Contact

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

About Fisher Investments Wealth Management

Availability

  Available in 50 states and Washington, D.C.
  • Alaska
  • Alabama
  • Arkansas
  • Arizona
  • California
  • Colorado
  • Connecticut
  • Washington, DC
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Iowa
  • Idaho
  • Illinois
  • Indiana
  • Kansas
  • Kentucky
  • Louisiana
  • Massachusetts
  • Maryland
  • Maine
  • Michigan
  • Minnesota
  • Missouri
  • Mississippi
  • Montana
  • North Carolina
  • North Dakota
  • Nebraska
  • New Hampshire
  • New Jersey
  • New Mexico
  • Nevada
  • New York
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Vermont
  • Washington
  • Wisconsin
  • West Virginia
  • Wyoming

Feature Breakdown

Fee Model
  • Management and/or advisory fee
Minimum Initial Investment $500,000
Wealth Management Expertise
  • Investing Advice
  • Tax Planning
Wealth Management Services Offered
  • Tax Planning
  • Strategic Research
  • Financial reporting
  • Investment Advice

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