Fisher Investments Reviews 

They contacted me and we had some discussions , but then after reading some of these reviews I made alternate arrangments - I was then called back today by some halfwit in a cheap suit and patronised about my choices (I'm a 30 year commodity and financial markets veteran) and told I made the "wrong call" - well actually you clearly demonstrated by your approach, and the other reviews here, that I made the right choices

I'm not with Ken Fisher. I do want to set the record straight, though. I saw a comment that said Ken "is nothing but a salesman" and knew nothing about investing. That is not even close to the truth. I remember watching Ken on Wall Street Week about fifty years ago!! He was a regular on the panel. He has also written numerous books about investing. With his experience and smarts, he is one of the best known and admired financial analysts around.

Long story short, my experience is they lied to me , mislead me and lost 28% of my investment in 14 months. I was down from the very first quarter statement and it only got worse from there. The original account rep. we had supposedly left the company before the first quarter review and they declare everything we told them was not in his notes. Remember if you have 500k or more they will be willing to turn it into 350k.

In 20 years with the company my Purisma investment has gone up 768%. In the last 2 years about 40%.
I have been considering using other advice providers, only as a diversification not to replace Fishers, and looked at trust pilot reviews. They looked awful with many 1 star reviews. I therefore looked at the Fisher reviews and found they were getting awful reviews as well. The theme of the bad reviews seemed to be that they panicked and dumped their shares in a pullback and then blamed their adviser for their own short termism.

I have been a very satisfied client for a couple of years. Jordan from the Dallas office has been outstanding. He keeps in regular contact. He provided subject matter experts and financing on a vacation home mortgage, medicare and social security. It truly is a full service operation. My tax advisor complemented Fisher on my 2023 tax harvesting, My previous financial advisor (nationally well known) was not in regular contact, ignored tax harvesting and never provided subject matter experts.

We have only just joined Fisher so I can't speak to returns. Who can really speak to returns unless they have been with a firm for at least 5-7 years? The market is cyclical and investments are longterm - it's not a casino. But what I can speak to is the advisor service and support. Jacob T (out of the DFW office managing our UK portfolio) has been incredible. In the past with St James, communication was perfunctory at best. Jacob has already proven to be proactive and very quick to hop on a call to explain things. Further, when interviewing for new advisors, I found many to be condescending to me (as a woman) speaking to me as if I were a child. Jacob explains things in an easy to understand manner, always backed up by data, and never speaking down, or over, me. So far, I am delighted.

HIGH PRESSURE SALES>>> Warning Will Robinson!!!

They continue to ring me, even though I tell them not to.

Cold calling cowboys🤠🤠

2.50 years and a total return of about 3%, i could have done better in a money market without the fees

Had an initial call with Andy M——n from Green Bay. He indicated that he is a VP, Well they must hand out titles to make these people feel good about themselves. He when off his script of questions to ask and when I challenged a few questions the alter ego appeared and was telling me I did not have the greater knowledge that he was adorned with. The most rude and desperate individual. Your nothing but a number at Fisher

After taking early retirement I had a SIPP which was managed through IA's through difficult times of 2022 to Nov 2023. It was invested through various products, for Example HSBC Emergiing Markets, L & G European Equity funds etc. When the market started to recover my SIPP didn't. The Company I was with essentially were picking funds they believed were right for the market and economic conditions but ultimately I thought they aren't the fund managers. This meant my money could be moved by them, and the funds managers could the change the make up of the fund. I had been in contact with Fisher through completing an online form which required my contact details in order to get their market review etc. I received a call, told them I wasn't interested, but didn't mind if the contacted me in 3 or 4 months, the called was fine with this, I did my research on them read the hard sell horror stories, but this was not my experience, especially coming from a background in the financial industry for the last 38 years. After several calls over 12 month period, I transfer my SIPP to Fisher, Purisma Fund. Fees were almost identical to the ones I was paying, but I knew that I was with someone who controlled and made the decisions on the equities within my SIPP. Yes, heavily weighted in US Companies but they were the ones performing. Since transferring last November it's outperformed the average of its piers, my SIPP has increased 20% after fees, I know early days but I'm in this for the long term and expect a market correction. The one comment made to me by the advisor at Fisher was that if I didn't decide to transfer to them at least change to an ETF tracker fund and save on the fees I was paying as my SIPP was underperformed. How true that was, it was several months after that conversation that I moved to Fisher. Not all plain sailing couple of issues with the custodians of the SIPP, not Fisher, but with Fisher being such a large client the soon had these resolved for me. OK I may have been lucky, there may be hard sell advisors out there but, this was not my experience, I was asked some thought provoking questions, give time to review, and I controlled when they could call me again.

Signed up with Fisher mid last year at £4.09 per unit and the investment currently stands at £4.97; that’s the main fact I look at - 21% up. I hope this helps!

I had an email exchange and then a Zoom meeting with Fisher Investments, and everything went dead after I asked him, with current bond yields at 5 to 6 % and some good dividend stocks providing 6% plus returns, what can Fisher recommends that could outperform these to justify their fee. Then I got a message of a "Heating Emergency," and then everything went quiet. That was 3 weeks ago. My advice is, with all of the options out there today, pay for your own research and then manage your own money. When you lose money companies like Fisher still make money, read Benjamin Graham and you will come out ahead.

I spent a lot of time with Fisher examining my pensions. We spent hours discussing my investments and options – then they went silent. They simply stopped answering phone calls or emails and I never heard from them again.

I have been with Fisher for 10 months and have already seen a significant return on my pension fund. I speak with them monthly and very happy with the service so far.

terrible company, the premise was that of transparent active management. They turned out to be a non-management that simply follows the market but at much higher than average prices. They are also not transparent in costs at all, there are hidden costs.
Advisors change all the time, there is a crazy turnover that makes you realize what kind of company it is

I've had a really good experience with Fisher, unfortunately I invested at the tail end of 2021 and suffered the market dip (around the 20% which made me whince a bit) but here we are just over 2 years later and I'm up comfortably more than 10% overall and climbing. It's not all about the numbers, I've had great service from my Investment Counsellors with a call whenever I want and clearly they know what they're doing so I'm happy to leave them to go about their business.
I feel for those reviewers here who've lost money, but it's clearly a long game not a short one!
Sadly this is probably one of those things where positive experience doesn't attract enough good reviews but negative ones do.

I am a UK Client and have been with Fisher Investments for nearly 6 years, since March 2018. I am invested 100% in The Purisima Equity Fund. Performance has been fabulous, far outstripping various big name UK investment houses I had been with previously. Communication has been fabulous. Customer Service has been fabulous. I note one or two negative remarks on this forum, but they come from individuals who were only with Fisher for extremely short periods of time. In one case only 60 days - Good Grief! To get the real picture all you need do is look at Fisher Investments performance over the last Year, 5 Years or 15 Years...and it's very good indeed. I give them a 24 Carat recommendation.

I moved our investments from RL360 and SJP to Fisher Investments in 2021 and it was the best move ever! Regular calls from our Investment Counsellor, Ken Fisher column and an impressive return on the Purisma Fund (38% in 2023).
Unlike SJP & Abbey Wealth (RL360), they use in house analysts and publish their Investment Committee meetings. Personally I rate them very highly. They have a investment strategy, and inform investors of trading changes with rationale.

I trusted Fisher with a bit over $1M for about 60 days and regret it.
1. Fisher has one strategy. All stock. Fisher closely aligns with the S&P500, modifying for geography and industry. Currently, they are heavier in US stocks and favor technology stocks.
2. ALL efforts (meetings, literature, videos) we were exposed to focused on getting us to "stick with it". I asked, If World War III breaks out, do I call you or will you call me to suggested changes? The answer was: I will call, but we always recommend to stick with it.
3. Every person I dealt with was early in their career, including sales executives, management, and financial counselor.
4. The lack of expertise is hidden. I asked for some sort of background on my assigned financial counselor and could not get one. LinkedIn showed no relevant education and three months of experience as a Fisher employee. Fair enough, their job was to keep us pacified and NOT to guide us or our investments.
5. Two of our accounts were around $20k, too small to receive the "Fisher magic". They invested the money into index funds aligned to the S&P500 and charged us 1.25%.
6. Nothing has worked out at first try. Regular distributions, invoices, phone calls, missed appointments, ... I am stilling trying to get a final invoice for our largest account.
7 My advice: Read the literature and then spend some time looking into the performance of S&P500 and NASDAQ index funds. I agree with the bias towards technology. I also agree with the need to continue the growth of the portfolio deep into retirement to keep up with inflation and distributions, as Fisher is counseling. Some mix of S&P 500 index and NASDAQ (tech heavy) index funds will serve us better and cheaper than Fisher.

From time to time we will re-evaluate if we should tilt a bit away from tech or pivot to a stronger international composition.