Updated November 29, 2024
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Fisher Investments

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$277B
Years in business45+

About Fisher Investments

Fisher Investments is a global, independent investment adviser recognized for its comprehensive, client-focused approach. Operating across three core business units—serving private clients, institutions, and international clientele—the firm delivers tailored investment strategies designed to align with each client’s unique goals.

As a fee-only adviser, Fisher Investments prioritizes transparency and objectivity, avoiding conflicts of interest by focusing solely on providing advice and managing portfolios. Its client base spans diverse sectors, including corporations, pension funds, foundations, governments, and high-net-worth individuals, reflecting its broad expertise and global reach.

The firm's philosophy emphasizes active investment management, leveraging deep research and analysis to navigate evolving market conditions. By prioritizing education and communication, Fisher Investments empowers clients to make informed financial decisions, fostering long-term partnerships built on trust and understanding.

With a commitment to innovation and excellence, Fisher Investments continuously evolves its practices to meet the dynamic needs of its clients, offering a level of service and expertise that has earned it a respected position in the financial advisory industry.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Tax Planning
  2. Retirement Income Planning
  3. Investment Planning
  4. Estate Planning
  5. Real Estate Planning
  6. Social Security Planning
  7. Insurance Planning
  8. Comprehensive Financial Planning

More about Fisher Investments

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
1073421613

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings