Fisher Investments is a large investment management company based in the US. It provides investment services to both retail and institutional clients. When considering Fisher Investments, investors often ask – is Fisher Investments good or bad? There are several key pros and cons to weigh.
On the positive side, Fisher Investments has over $197 billion in assets under management, so it has the scale and resources to conduct extensive market research. Its fees are also competitive relative to other active managers. However, some downsides are that Fisher Investments tends to have high account minimums that shut out smaller investors. There have also been complaints about high fees and poor customer service from some clients.
Overall, whether Fisher Investments is ultimately good or bad depends greatly on the individual investor’s needs and preferences.
Fisher Investments has the scale and resources for market research
As a large investment company managing over $197 billion in assets, Fisher Investments has significant resources to dedicate to market research and analysis. With a large team of experienced analysts, Fisher can conduct research across global markets and various asset classes to inform investment decisions and strategy. This extensive insight and data enables the company to offer investment solutions tailored to various market environments.
Fisher Investments fees can be competitive for active management
Fisher Investments promotes that its fees are competitive, often less than 1% per year for some strategies. Compared to other active investment managers that attempt to beat the market rather than passively track indexes, these fees are reasonable. However, they are still higher than low-cost index funds and ETFs that provide broad market exposure.
Account minimums and customer service have drawn some complaints
While Fisher Investments offers pricing and resources that may appeal to larger, institutional investors, smaller retail investors have complained about high minimum investments. Reportedly, minimums start at $50,000 to open an account. Such high barriers prevent less affluent investors from accessing Fisher’s services. Additionally, some former clients have also complained about poor customer service and communication after opening accounts.
Suitability depends greatly on investor needs and preferences
Ultimately, the pros and cons show that Fisher Investments may be a good fit for some investors but not optimal for others. Those with at least $50,000 to invest, who desire active management and extensive research resources may benefit most from Fisher. But investors wanting low-cost, passive investing are likely better served elsewhere. As with any manager, investors should carefully evaluate alignment with their specific needs before committing capital.
In summary, Fisher Investments has strengths like market research capabilities but also downsides like high minimums. Its quality depends heavily on the individual investor’s unique preferences and financial situation when determining if Fisher Investments performance and fees justify the costs.