Fischer Investment Strategies (FIS) offers investment management, retirement plan consulting, and financial planning. For investment management, FIS creates tailored portfolios using stocks, bonds, ETFs, and mutual funds, reviewed quarterly. FIS also provides retirement plan consulting to employers and financial planning to individuals and families, covering areas like retirement, estate, tax, and education planning. FIS may refer clients to other specialists as needed.
Assets Under Management$250M
Clients418
Advisors3
Avg. per Client$600K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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