Fischer Financial Services INC

Assets Under Management

$564.6M

Number of Clients

588

Number of Advisors

3

Avg. Portfolio per Client

$960K

Avg. Managed per Advisor

$188.2M

Compensation

Fee-Only (% of Portfolio)

About This Firm

Fischer Financial Services provides investment management services to institutions and individuals. They manage various account types, including individual, joint, retirement, corporate, and trust accounts. Fischer Financial Services also offers non-discretionary investment management services to pension plans. They focus on understanding client goals and providing professional perspective.

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.3M1.00%
$1.3M - $3.0M0.75%
$3M+0.75%

Fees negotiable over $3,000,000. Institutional and ERISA fees are different; see brochure for details.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

4431 North Front Street, Suite 105, Harrisburg, PA, 17110

3 Advisors at this firm