Fisher Investments is a large investment management firm catering to individual investors and institutions. As with any investment firm, Fisher Investments charges fees to clients for managing their assets. Understanding Fisher’s fee structure is important for investors considering working with them or evaluating their current costs. This article will provide an overview of the typical fees Fisher charges clients across different account types and services.
Fisher’s fee schedule for wealth management clients
Fisher Investments charges wealth management clients an annual fee based on a percentage of assets under management. This fee generally ranges from 1.0-1.5% depending on account size and services utilized. Fees are inclusive of trading commissions, custody charges, and other transaction fees.
Fee schedules for Fisher’s mutual funds and other products
In addition to wealth management, Fisher offers mutual funds, ETFs, and other products. These carry their own expense ratios and fees which can range considerably. Investors should review offering documents for specifics.
How Fisher’s fees compare to other wealth managers
Fisher’s asset-based fee structure and rates are typical for the wealth management industry. Some robo-advisors charge less, while more personalized wealth management from big banks or boutiques can be more costly. Fisher’s scale may allow certain efficiencies and cost savings.
Fisher Investments charges typical wealth management fees, usually ranging from 1-1.5% of assets depending on account size and services. Investors should understand the complete fee picture when working with Fisher or any asset manager.