Fischer Investment Group, Inc. provides investment management services, specializing in equity, mutual fund, exchange traded fund (ETF), and fixed income portfolios. The firm also offers a non-discretionary, disciplined investment process, “Signals” option to registered investment advisors and broker-dealers and to individual subscribers through an outside Signals subscription platform. Fischer Investment Group tailors its advisory services to the individual needs of each client, considering their assets, risk tolerance, and liquidity requirements. The firm does not provide personal financial planning services outside of cash flow projections.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable under certain circumstances.