Fisher Investments Reviews

We have only just joined Fisher so I can't speak to returns. Who can really speak to returns unless they have been with a firm for at least 5-7 years? The market is cyclical and investments are longterm - it's not a casino. But what I can speak to is the advisor service and support. Jacob T (out of the DFW office managing our UK portfolio) has been incredible. In the past with St James, communication was perfunctory at best. Jacob has already proven to be proactive and very quick to hop on a call to explain things. Further, when interviewing for new advisors, I found many to be condescending to me (as a woman) speaking to me as if I were a child. Jacob explains things in an easy to understand manner, always backed up by data, and never speaking down, or over, me. So far, I am delighted.

Date of experience: May 16, 2024

Had an initial call with Andy M——n from Green Bay. He indicated that he is a VP, Well they must hand out titles to make these people feel good about themselves. He when off his script of questions to ask and when I challenged a few questions the alter ego appeared and was telling me I did not have the greater knowledge that he was adorned with. The most rude and desperate individual. Your nothing but a number at Fisher

Date of experience: April 10, 2024

HIGH PRESSURE SALES>>> Warning Will Robinson!!!

Date of experience: April 29, 2024

I had an email exchange and then a Zoom meeting with Fisher Investments, and everything went dead after I asked him, with current bond yields at 5 to 6 % and some good dividend stocks providing 6% plus returns, what can Fisher recommends that could outperform these to justify their fee. Then I got a message of a "Heating Emergency," and then everything went quiet. That was 3 weeks ago. My advice is, with all of the options out there today, pay for your own research and then manage your own money. When you lose money companies like Fisher still make money, read Benjamin Graham and you will come out ahead.

Date of experience: March 07, 2024

They continue to ring me, even though I tell them not to.

Cold calling cowboys🤠🤠

Date of experience: May 03, 2024

terrible company, the premise was that of transparent active management. They turned out to be a non-management that simply follows the market but at much higher than average prices. They are also not transparent in costs at all, there are hidden costs.
Advisors change all the time, there is a crazy turnover that makes you realize what kind of company it is

Date of experience: February 18, 2023

3 Years in with Fisher, we have made less than 1% per year. Fisher's fees, however, gave them 40% more profit than their investment strategies gave us. Not a good idea. We've gone back to the banks.

Date of experience: April 20, 2024

I spent a lot of time with Fisher examining my pensions. We spent hours discussing my investments and options – then they went silent. They simply stopped answering phone calls or emails and I never heard from them again.

Date of experience: August 31, 2023

These guys charge a little more (about .3%) because they have tons of their own analysts--one of which, Ricardo, is assigned to me. Even though we have one of their smallest portfolios we receive stellar service, quarterly client dinners, and updates, and they LISTEN to us. We collaborate as a team together, and we've learned a lot. Bottom line, they've returned between + .9% to 1.2% above their competitors for decades.

Date of experience: August 22, 2023

I am a UK Client and have been with Fisher Investments for nearly 6 years, since March 2018. I am invested 100% in The Purisima Equity Fund. Performance has been fabulous, far outstripping various big name UK investment houses I had been with previously. Communication has been fabulous. Customer Service has been fabulous. I note one or two negative remarks on this forum, but they come from individuals who were only with Fisher for extremely short periods of time. In one case only 60 days - Good Grief! To get the real picture all you need do is look at Fisher Investments performance over the last Year, 5 Years or 15 Years...and it's very good indeed. I give them a 24 Carat recommendation.

Date of experience: January 29, 2024

I moved our investments from RL360 and SJP to Fisher Investments in 2021 and it was the best move ever! Regular calls from our Investment Counsellor, Ken Fisher column and an impressive return on the Purisma Fund (38% in 2023).
Unlike SJP & Abbey Wealth (RL360), they use in house analysts and publish their Investment Committee meetings. Personally I rate them very highly. They have a investment strategy, and inform investors of trading changes with rationale.

Date of experience: January 19, 2024

2.50 years and a total return of about 3%, i could have done better in a money market without the fees

Date of experience: April 19, 2024

I invested my SIPP and ISA funds in Jan 2016 when I retired and this was all of my 'third leg of the financial stability in retirement stool'; the others being rental property and private and state pensions. I have never looked back and am delighted with Fisher while I travelled widely and followed my motor racing interests round the world. I trusted Fisher and am so pleased I did, despite a c.20% fall back at one point. In less than 7 years, growth has on average been double digit each year. I'd never have achieved that myself, so why try? Why micro-manage? Why expect short term gains when this is for the longer haul? Support, with quarterly Counsellor calls, seminars and frequently published articles, communications are genuinely superb.

Date of experience: October 03, 2023

Scott contacted me after I downloaded an article from the Fisher Investment website. I have had 2 calls with Scott Duff. Scott was very knowledgeable and provided answers to all my questions to help me make my pension investment decision. Scott did not give a sales pitch but provided the data I required. Although I decided to manage my pension myself for the moment, if my circumstances change I will definitely engage with Scott again.

Date of experience: November 30, 2023

I've had a really good experience with Fisher, unfortunately I invested at the tail end of 2021 and suffered the market dip (around the 20% which made me whince a bit) but here we are just over 2 years later and I'm up comfortably more than 10% overall and climbing. It's not all about the numbers, I've had great service from my Investment Counsellors with a call whenever I want and clearly they know what they're doing so I'm happy to leave them to go about their business.
I feel for those reviewers here who've lost money, but it's clearly a long game not a short one!
Sadly this is probably one of those things where positive experience doesn't attract enough good reviews but negative ones do.

Date of experience: February 07, 2024

After taking early retirement I had a SIPP which was managed through IA's through difficult times of 2022 to Nov 2023. It was invested through various products, for Example HSBC Emergiing Markets, L & G European Equity funds etc. When the market started to recover my SIPP didn't. The Company I was with essentially were picking funds they believed were right for the market and economic conditions but ultimately I thought they aren't the fund managers. This meant my money could be moved by them, and the funds managers could the change the make up of the fund. I had been in contact with Fisher through completing an online form which required my contact details in order to get their market review etc. I received a call, told them I wasn't interested, but didn't mind if the contacted me in 3 or 4 months, the called was fine with this, I did my research on them read the hard sell horror stories, but this was not my experience, especially coming from a background in the financial industry for the last 38 years. After several calls over 12 month period, I transfer my SIPP to Fisher, Purisma Fund. Fees were almost identical to the ones I was paying, but I knew that I was with someone who controlled and made the decisions on the equities within my SIPP. Yes, heavily weighted in US Companies but they were the ones performing. Since transferring last November it's outperformed the average of its piers, my SIPP has increased 20% after fees, I know early days but I'm in this for the long term and expect a market correction. The one comment made to me by the advisor at Fisher was that if I didn't decide to transfer to them at least change to an ETF tracker fund and save on the fees I was paying as my SIPP was underperformed. How true that was, it was several months after that conversation that I moved to Fisher. Not all plain sailing couple of issues with the custodians of the SIPP, not Fisher, but with Fisher being such a large client the soon had these resolved for me. OK I may have been lucky, there may be hard sell advisors out there but, this was not my experience, I was asked some thought provoking questions, give time to review, and I controlled when they could call me again.

Date of experience: April 19, 2024

This is just another investment company, though not the good kind. Very poor returns. You can make more money with just a typical S&P 500 index fund.

Ken Fisher has no investment expertise. He's just a salesman. He likes to spam his name everywhere, from uploading Youtube videos (with comments disabled of course) to writing his own Wikipedia page.

Date of experience: May 12, 2021

Terrible performance. Completely mis-read the market and didn't react to anything. They make money if you keep your money with them. I put money with them and Fidelity. Fisher sat and did almost no adjusting in my portfolio all of 2021. Needless to say I am significantly down with them. Fidelity worked hard at moving my assets around. Still down but nowhere near Fishers head in the sand approach

Date of experience: December 19, 2022

Total ripoff investment management company.
Lousy Returns. High Fees. They make it very hard for their clients to find out what their returns and even their account balances are. Like others have stated, their only expertise is in aggressive advertising, NOT investing. Once they have your money, you are doomed. I got conned. Don't make the same mistake. RUN--DO NOT WALK--AWAY FROM THIS COMPANY. Also, DO NOT trust SmartAsset's glowing assessment of Fisher investments. They are even more untrustworthy than Fisher.

Date of experience: August 26, 2022

In a background of Fed warnings of rate increases, war in Ukraine. a stock market with very high P/E ratios and a market that had begun its collapse, Fisher put me into a high priced, high risk portfolio with a 20 year time horizon. I am 83 years old. They also couldn't or wouldn't acknowledge that it was a bear market even into last summer. I took my accounts out of Fisher at the end of the year. I think Fisher should change its slogan to "We do better when our clients do better and when our clients do worse we do ok".

Date of experience: March 15, 2022