Fischer Financial Services provides investment management services to institutions and individuals. They manage various account types, including individual, joint, retirement, corporate, college savings, and trust accounts. Fischer Financial Services also offers non-discretionary investment management services to pension plans, advising on investment objectives, mutual fund selection, and performance monitoring. They strive to protect clients’ best interests by clarifying goals and developing tailored strategies.
Assets Under Management$640M
Clients615
Advisors4
Avg. per Client$1M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.00% |
| $1.3M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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