Fisher Investments manages global investment portfolios and provides investment strategies for a diverse client base that includes individuals, corporations, pension plans, foundations, and endowments. Founded in 1979, the firm offers a wide range of equity and fixed income strategies across different capitalizations and geographic regions. Investment decisions are guided by a centralized Investment Policy Committee. The firm operates globally, managing private client accounts directly and serving institutional clients through specialized strategies and retirement plan services. Fisher Investments emphasizes transparent communication and aligns its practices with acting in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.85% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.80% |
Rates vary by investment strategy. The schedule shown reflects standard rates for core global equity strategies. Other strategies have different schedules, and fees for amounts above certain thresholds are negotiable.