Fisher Financial Group, LLC provides personalized investment advisory services including financial planning, asset allocation, and selection of other advisors. Financial planning covers retirement, estate, insurance, tax, asset protection, college, budgeting, and investment planning. Asset allocation services are offered on a discretionary and non-discretionary basis. The firm may recommend third-party money managers.
Assets Under Management$41M
Clients116
Advisors1
Avg. per Client$350K
Avg. per Advisor$41M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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