Fisher Investments review 2026

Summary

• Fisher Investments offers portfolio design, investment strategy, and comprehensive financial planning. 
• This financial services firm’s target audience is high-net-worth investors who need help managing and growing their portfolios.  
• Fisher Investments is known for its excellent customer service. It has a minimum portfolio requirement of $1,000,000, but may accept smaller accounts at its discretion. 
• Let Unbiased help you find a financial advisor who can manage your investment portfolio and plan your financial future. 

Fisher Investments: Who are they?

Fisher Investments is a financial advisory firm founded in 1979 by Ken Fisher, a renowned investor, financial columnist, and author of 11 books, including 4 New York Times bestsellers.  

The firm focuses on offering portfolio management and investment strategy guidance for high-net-worth investors who want to grow their assets without exerting too much direct effort.  

With over 195,000 clients worldwide and $386 billion in assets under management, Fisher Investments is a global leader in personalized financial advisory services. 

Fisher Investments does not hold custody client assets, which are held instead at a third-party custodian. Its financial and investment planning services are comprehensive. Its philosophy is one of transparency, efficiency, and well-researched investment growth.  

What does Fisher Investments do?

When you sign up with Fisher Investments, they will assess your existing investment portfolio and future financial goals and start developing a strategy to achieve them.  

Fisher Investments’ advisors design highly customized portfolios based on the structure of Ken Fisher’s financial methods. Each portfolio is curated to reflect individual client needs and aspirations for their investment careers.  

Fisher Investments is a good financial advisory firm to choose if you are a high-net-worth investor but are seeking support for portfolio expansion and management over time.  

What are the pros and cons of Fisher Investments?

While Fisher Investments offers a range of impressive and comprehensive investment portfolios and financial management options, its minimum investment requirement fees can be limiting for some.

These are the other pros and cons of this firm: 

Pros of Fisher Investments:

• Exceptional customer service.
• Advisory support is ongoing.
• Portfolio design is bespoke.
• Investment decisions are heavily research-based.

Cons of Fisher Investments:

• The minimum investment portfolio is $1,000,000.
• Fees are higher than average.

Those focused on lower overall costs or with smaller portfolios may find better value in alternatives such as Vanguard Personal Advisor Services or Charles Schwab Intelligent Portfolios Premium, while investors seeking even more bespoke, full-service wealth planning might also compare options from firms such as Morgan Stanley, Goldman Sachs, or independent fiduciary advisors.

What is Fisher Investments’ minimum account size?

Fisher Investments typically requires a minimum portfolio value of $1,000,000 to open an account, but may accept smaller client relationships at its discretion, which are billed at 1.5%.

Fisher Investments: Fees

Fisher Investments' $1,000,000 minmum portfolio requirement may make it less accessible for those still in the wealth-building stage.

The firm uses a percentage-based assets under management (AUM) fee model. Fees are tiered based on account type and portfolio size.

Below are some examples of Fisher Investments' fees:

Equity and blended accounts

• First $1 million: 1.25% annually
• Next $4 million: 1.125% annually
• Amounts over $5 million: 1.00% annually

Income-only accounts (available for portfolios over $5 million)

• First $5 million: 0.75% annually
• $5 million–$15 million: 0.50%
• $15 million–$25 million: 0.43%
• $25 million–$35 million: 0.38%
• $35 million–$45 million: 0.33%
• $45 million–$90 million: 0.28%

In addition to AUM fees, clients may also incur other costs such as brokerage commissions, custodian fees, and expenses related to ETFs or structured notes, depending on the specific investments held within their portfolio. However, Fisher Investments does not earn any fees on these fees.

Fisher Investments security: Is it secure?

Fisher Investments' employs robust security measures, including advanced encryption and proactive monitoring, to ensure client assets and data are protected.   

With tight encryption procedures and over ten locations where you can meet with a Fisher representative, all client information is handled with the utmost security and protection.  

If in-person meetings are not preferable to you, Fisher Investments also offers online video meetings. Advisors work closely with clients to ensure that assets and data are handled securely and any unusual activity is detected immediately.  

Fisher Investments: Customer service

Excellent customer service is one of Fisher Investments' best-known attributes.  

Each client is assigned a Fisher Investments Investment Counselor, or in some cases a dedicated client service team, who is legally and ethically bound to serve their best interests and help them achieve their financial goals efficiently and smoothly.   

Fisher Investments reviews: What real customers are saying?

Fisher Investments serves more than 195,000 clients globally; however, public reviews from verified clients are limited.

Certain public client reviews praise their clear communication, personalized strategies, and investment performance.

However, according to the Better Business Bureau, a few clients have alleged poor alignment with their financial goals, citing aggressive investment strategies and unresponsiveness.

Get expert financial advice

Fisher Investments is a highly reputable financial and investment services firm that helps high –net-worth clients enhance their portfolios and manage their finances more effectively.   

If you need expert financial advice, Unbiased can match you with a financial advisor who will help you manage your money and maximise your investments.  

Frequently asked questions