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 Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.00% |
| $1.3M - $3.0M | 0.75% |
| $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
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Areas of Practice
Investment Management
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Location
4431 North Front Street, Suite 105, Harrisburg, PA, 17110