Fisher Investments (FI) is an investment advisor managing assets for institutional and private clients worldwide. FI offers various equity and fixed income strategies. Investment decisions are made by the firm’s Investment Policy Committee. FI aims to maintain a culture of ethics and transparent communication, prioritizing client interests.
Fee Structure
Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.