Talk of The Villages Florida - View Single Post - Fisher Investments
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Old 08-03-2023, 06:10 AM
Rainger99 Rainger99 is offline
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Quote:
Originally Posted by retiredguy123 View Post
I don't know of any investment advisor who would do that. Do you?
I don’t know of one but I expect that they don’t do it because they aren’t that good.

The average yearly return of the S&P 500 is 10.749% over the last 50 years. This assumes dividends are reinvested.

I think the minimum Fisher investment is $500,000. If your advisor can just match the market, that would be $50,000 a year in profit. If an advisor took just 3% of the added value, he would make $1,500 a year. If they are really that good, I would expect that a financial advisor could beat the market most years.