Assets Under Management
$298.7B
Number of Clients
174,538
Number of Advisors
2458
Average Client AUM
$1.7M
AUM per Advisor
$121.5M
Compensation
Fee-Only (AUM)
Fisher Investments manages assets for diverse clients, including high-net-worth individuals and institutions, offering US, non-US, and global equity and fixed income strategies. Investment decisions are made by the Investment Policy Committee. The firm emphasizes ethics, transparency, and client service, providing dedicated points of contact and regular market commentary.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.13% |
| $5M+ | 1.00% |
For Equity and Blended Accounts. Smaller client relationships (below $900,000 due to withdrawal) are billed at an annual rate of 1.50%. Fixed rates may be negotiated.
6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222