Fischer Investment Group, INC.

Fee-Only (% of Portfolio)

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.

Assets Under Management$420M
Clients199
AdvisorsN/A
Avg. per Client$2.1M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

0 Advisors at this firm

No advisors found for this firm.
Fischer Investment Group, INC. | TrueAdvisor