Fisher Investments Reviews 

This company can be compared to a stalker in many ways, they hunt you to death and even if you repeat that you are not interested or, like in my case, you do not have the capital to start with them, they still call you anytime with many numbers. The environment must be really bad internally because for a person to call a prospect so many time in so little it means that the pression that is put on them is super high. I have also noticed that those are really young people and every time there is a different person, ipso facto, I guess that the turn over is high and that they do not threat their employee properly. Stay away for them, they honestly look desperate

Very happy with Fisher Investment firm! I am really surprised by some of the poor review feedback here as my experience was completely professional. My investment counselor, TJ Muhar took the time to understand our goals, hobbies, retirement plans, and investment comfort for building our financial strategy. The entire team maintained contact at each step building a confident relationship. We do NOT receive unsolicited contact from Fisher. I confidently highly recommend Fisher Investments to anyone needing help navigating financial success! Way better than some unknown 401K or IRA fund manager with zero idea of individual goals. Give Fisher Investments a try!

It took me a year to come on board with Fisher, and they were patient with every question I had and came back to me with comprehensive answers. At no point - as I made it clear that I would only become a client, if I was fully happy and confident - did I feel any pressure. I invested with them in 2022, my investments have really outperformed my expectations and their service has been excellent, with great resources and regular updates with my investment counsellor. I am suprised by some of the other less positive reviews. This is one of the best decisions I have ever made.

I’m based in the UK and several months ago, I decided due to my age that I needed to start reviewing my pensions and pension planning to date. I was looking for a company with a strong pedigree, market performance, professionalism, and a company with people who could “listen” and I could relate too. A company where I would feel my money and future would be in a good place.

Over several months I looked into companies who might fit the bill and held several meetings with each. I started with five potential candidates and in truth only two companies made the short list. In the end I choose Fisher Investments.

Out of all the companies and people I met with, they were the most professional. They listened to me, openly discussed what I was looking for, came up with ideas, suggestions, and recommendations. At no point in the process did I feel pressured or pushed. I did use Trust Pilot to check ratings for all the companies I meet with. I was very concerned by the low scores Fisher Investments had and this seemed at odds with how they came across after the first meeting. That said, I took the time to go through all the UK reviews one by one and actually if you take out the ones where that person did not actually do any business with them, the scoring is good.

That was enough to short list them and as I said, over several follow-on meetings, they in my mind were able to evidence that they ticked all the boxes I was looking for. A huge call out to Mark Woodhead, Matt Shim, and Shoaib Butt who were the people I have been dealing with, and I can say at each stage they have been excellent.

Once I signed up, the transfer process has been well managed and as professional as one could expect. At each stage they have held meetings with me, checked my understanding, and have been open to any and all questions. I have been sent plenty of informative newsletters etc. I must admit I’m a bit of a financial nerd and I try to keep up with what’s happening across the financial markets and my independent research aligns with what they are sending. In addition, they are providing access to many other forums and meetings which is nice.

It’s only been a couple of months since I moved everything over to them, so its too early for me to say if I have made the right choice from a financial growth perspective but I will update the review as time progresses. Are they cheap to use, well the answer is no they are not the cheapest option out there but to date my view is that what I have seen and experienced is worth what I am paying but again let’s see what the performance is in the longer term.

To sum up, if you are thinking about having your pension managed, do your homework, see what other companies offer but at least give Fisher Investments a chance, you might be surprised.

I checked in with this company for managing a small portfolio. I heard "they do well when we do well". Sounded good but was not too impressed with discussions so told them I was not interested. It has been a few months now and although I told them I was not interested they keep calling, first home phone then cell phone. They are relentless and of course if they were a good company to manage personal finances, in my view, they would not need to call to do provide services if they were a good company. Of course, I would never recommend them. They scare me.

This is the worst company on earth you CAN'T stop them from calling and 20-25 emails a day I would tell anyone to run

I wanted to get a second opinion on my Investments, so I called Fisher Investments. After mulling over the information I gave them, I had an online meeting with one of the directors.

The lack of respect coming from him was a bit of a shock. When I asked a legitimate question regarding his wording of a particular statement which I found a tad ambiguous, he evaded answering and insinuated I wasn't intelligent enough to understand investments.

Needless to say, I didn't use Fisher investments.

I recently had a call from them to ask why I hadn't moved my money to them. When I explained what happened, it became clear I wasn't the only one who'd had that experience.

For our SIPPs Fisher generally has served us well. However its service is aligned with the bank Curtis Banks whose customer service waivers between appalling and non-existent. We are tired of having to chase up every single request. This is my reason for exploring other investment managers for our SIPPs.

Where do I start? I with them for about four years. They claim they will provide customized reports for you. I asked for some basic ones like date of purchase of each security along its adds or sells so I could determine on a stock by stock basis, the performnce. I asked for this and a few others repeatedly. some would couple for a few months and then stop.

They do not practice risk management and will simply let you stocks freefall. They claim to be active managers who actually manage your investments. That amounts to selling out of and buying new socks, just once or twice a year. They will not use stop orders to protect gains achived over a few years. They will let them crash however much they do,
They do not utilize options in any way to protect holdings or to leverage high conviction positions. You are paying big money for a mutual fund effectively, and an "adviser" which is where the final straw for me happened. We spoke roughly each month and I disagreed with him personally on some topics and would send him reports on things that effect macro events and asked if their investment team was aware of these events and how they could impact my holdings. He developed a cocky pompous attitude dismissing things I knew to be true and speaking down to me. A final insult from him led me to escalate a complaint about his behaviour. The people who dealth with it were very bias. When they asked me for more details, I think they set the phone down on the desk until I was finished, going through the motions to cover their butts with a predetermined decision, I believe based on their advisor being a nice guy which he was, fantastic. They never acknowleged thier advisors inapproprite behaviour. One of the matters was my inquiring about owning gold. They are anti gold, maybe because they dont sell it. I advised him that I had no diversification covering precious metals, gold or silver an was going to make a sizable withdrawl to invest in what I felt strongly was missing. They do not like you taking funds out of your portfolio. I requested $200K from my portfolio. Thinking I was going to invest it all in gold. He belittled me and said oh, great idea, go and buy all the gold in the world, smart idea. This amongst more disrespectful words. I beieve he is compensated on the value and increases in the value of his portfolio of clients so this withdrawl would impact his income. Anyway, I sent in a complaint over his behaviour and asked to be moved to another advisor. His supervisor called me to get details but I felt like she set the phone down until I was finished. No questions or even a umhmm to let me know she was listening. She said they were investigating. Shortly thereafter, she fired me on her supervisors letterhead. If you disagree with going all in with no risk mgmt except, let stocks crash they eventually come back, approach, dont choose Fisher. Big fees and they didnt perform better than a mutual fund. Matching or beating slightly, the S&P world index is their target so just buy the index. There is no market beating value to these guys and I've managed to get triple the returns they do do by reading the plethora of info the big institutions put out free and I've purchased some advice from the big investment houses. With less risk as you always use stop losses and buy when stocks are at the right point in their cycle which you can find free online. No astronomical fees! I was fired 3 years ago but just wrote this because they became so petty that the free newletters they send to anyone including me have been set not to open for me anymore. I guess thats a game they feel safe playing as the body they referred me to, in order to register complaints, didn't respond to my submission, and the time to contest is up. Not worth chasing.

Persons that have actually invested with Fisher seem to be very pleased with their decision. Those who have reported negative reviews have made numerous complaints about sales contacts but have rarely invested any money. I started with Fisher in April of 2025 and have enjoyed a phenomenal return on my investments. Of course there will be market fluctuations but I have only the highest praise for the staff at Fisher. Special thanks to Chris Pham for his excellent efforts. I do live in Plano Texas not far from the Fisher headquarters which is just another great advantage.

On Dec 15 I had a one hour interview with Klye and Todd. Kyle scheduled a follow up meeting for additional info on our current accounts. I was sent a link and then it was removed. I emailed my Kyle asking why the link was removed and never received a response. I called Fisher twice and left a message each time requesting a call back. I've never received a call back . I called a third time today and again no one answers the phone, just an answering machine.
They don't have the professionalism to explain themselves they don't deserve anyone's business.

I had an account for 5 years and wanted to add my wife to my account with a POA. They said it could be done, but received a phone call from them which said they were dropping me and did not give me a reason!
Left me in a horrible position and abandoned me when I needed them the most!

Embarrassments, I have 5 ACMA complaints as they keep ringing and ringing me without stop at random times and day which I have all documented.
Next will see my barrister as I had enough of these ridiculous situation.
If they cannot take a NO for an answer, well I will play the game in a different manner.
They called yesterday and today, now there are 7 ACMA complaints and I found their privacy@ email so I sent them a strong statement.

This company talks down to you.
After initial talks you are assigned a person from the USA.This person is very USA oriented and talks very arrogantly using investment buzz words and names of people you don't even know.
Not made for people wanting to invest with basic knowledge of investing. You want someone who can get down to the grassroots of investing, be able to come down to the average persons level and teat you with respect.
They do none of this so don't waist your time. Stick to grassroots Canadian firms.

Wow. So much to say that’s important. “They do better when they’re clients do better.” Promotes them taking risk. And advice inconsistent. A friend and I invested large amounts. Advice inconsistent despite similar age, goals, families, etc. we lost money. He ghosted both of us. Trust me: the experience I had was the worst ever from any Fin Advisor. Never Fisher again. When I lost big $$, agent ghosted me. I sssumed embarrassed but he was unethical. Might be some good guys there but why say they’re a fiduciary when all advisors are?? Those are SEC rules. It’s like an ice cream store saying “we have freezers all night long or a jeweler saying our diamonds are real. Don’t trust them unless you match risk preference tolerance in writing so they don’t 'cause big losses and a stressful two years.

They don't give up the hard sell tactics even after being told i'm not interested months ago - can't seem to get removed from their contact list.

Luckily i checked the reviews before going too far along the process

This company doesnt know how to take NO for an answer, constant phone calls when I had asked to be removed from their list. Today I had call from them, I advised the caller that I had asked not to be called anymore.....he just ignored this and continued with his spiel - Id had enough and hung up on him! Blocked his number (wounder how long before they start using a new number!!!) In short just be very wary about what you supply to them!

Slick marketing and sales strategies to bringing you in. Once you actually invest with them, they fail to meet expectations. Don't fall for their ploy of stating fiduciary duty and "we only do better when you do better" because it's meaningless. Lasted 1 year with them and pulled everything out. Cringy group of people.

I have been making my own investment decisions for many years and have built up a mid-six-figure fortune as a result. I have been in sporadic contact with Fisher Investments for several years, but now I want to use my assets as retirement income.
There were several phone calls and webinars, and I wanted specific information about the total management costs and asked for a real sample portfolio. In the end, I received a standard contract with many vague additional costs that I would have to bear (always plus VAT). The advisor avoided giving me a clear statement on the total costs. I also asked him how they would ensure increased portfolio performance.
Ultimately, I decided against asset management with Fisher Investment. Opaque cost structures and vague statements about outperformance are unacceptable to me. My fear was that my dividend income would largely end up with Fisher Investment in the future.