Fisher Investment Management assists individuals, businesses, and tax-exempt organizations with investment management, financial planning, and income and estate tax planning. Fisher Investment Management does not directly manage client investment assets, but assists clients in working with investment managers. They assess clients' goals, needs, and risk tolerance and then recommend investment managers.
Fee Structure
When working with an investment manager who invests in marketable securities, Fisher Investment Management charges 0.75% of the value of your securities account. In some cases, they are compensated by the manager, with your prior written consent, a percentage of the manager's asset management fee, ranging from 25% to 30%. When working with a non-marketable securities investment manager, the annual management fee is 2% of the beginning value of your investment. In addition, a performance-based fee is charged.