Fisher Investments
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Overview
Fisher Investments operates as a financial advisory company located in Plano, Texas. It controls $192.4 billion in total assets over 269,289 accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). Fisher Investments has a very large team, including 1,574 financial advisors. Fisher Investments is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like equities, options and bonds.
Fisher Investments manages all of its accounts on a discretionary basis. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without needing the customer's consent. Fisher Investments manages about $712,989 for every customer account. The average advisor at Fisher Investments oversees about 171 client accounts.
The firm's main office is located at 6500 International Pkwy, Plano, Texas 75093-8222. The company is allowed to provide services to clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fisher Investments by the Numbers
$192.4 billion
3,349
269,289
$714.5 thousand
Products and Services
Fisher Investments offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. In the last fiscal year, the firm provided 2500 of its accounts with financial planning services. It is involved in selling products or offering services aside from investment advice to its customers. Fisher Investments also has a number of financial industry affiliations, including with a commodity pool advisor.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors depend on the type of financial services offered. However, fees billed by Fisher Investments can be comprised of some blend of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a broad range of customers. The company caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds, corporations and other. Out of its 269,289 customers, Fisher Investments's biggest client group by number of accounts is retail investors, although it also serves 61,850 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 22% of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 46.34%
- Other Individuals - 52.24%
- Corporations - 1.39%
- Charitable Organizations - 0.03%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fisher Investments does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Fisher Investments
Plano, TX
Tampa, FL
Camas, WA
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
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