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Old 08-03-2023, 07:45 AM
dpscmsgt dpscmsgt is offline
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Fisher does not do cold calling so be careful. Here is their central number: 800-550-1071 or go to their website Fisher Investments | Wealth Management and use the contact method there.

I have been a Fisher investor for many years. They are a fiduciary and do not sell anything. They get an annual fee of 1.5% from each account (i.e. IRA, Roth, brokerage, etc.) you have with them broken up into quarters.

I am incredibly happy with them, but you need to make your own investigation before going with them or any other company. I was with Vanguard which did not perform as well as Fisher has for me.

I checked out many of the other investment companies (i.e. Fidelity, Schwab, etc.) before deciding to go with Fisher.

You need need an total of all your different accounts of $500,000 to invest with them.