Is Fisher Investments a fiduciary?

That’s why Fisher Investments has been held to the fiduciary standard since our founding. We are a fee-only, fiduciary adviser and don’t earn commissions by trading in your account. While some brokers may call you to sell products or earn sales commissions, we only place trades in your account based on our forward-looking market forecast.

What are some complaints about Fisher Investments?

Some complaints about Fisher Investments include failure to tailor investors' portfolios to their specifications and blatant negligence that exposes investors to high levels of risk. Clients have accused the company of failing to honor its fiduciary duty, states Lawyers and Settlements. Some of the clients of Fisher Investments complain that ...

Is Fisher investment worth it?

Ultimately, Fisher Investments is most worth it for high-net-worth individuals or states that want a personalized touch for their investing. It may also be a good choice for day traders who have a lot of money to move around since Fisher Investments doesn’t charge any commissions or other fees.

What does Fisher Investments recommend?

What does Fisher Investments recommend? The firm’s portfolio recommendation will be a mix of equity, income or blended funds that best fit a client’s goals. Fisher Investments takes a top-down approach to portfolio management, meaning broad economic analysis and forecasts drive decisions. The top-down approach comprises: 70% asset allocation.