Fisher\smb

Fee-Only (% of Portfolio)Fixed/Hourly

Fisher\SMB provides retirement plan and investment guidance to small and mid-sized businesses, empowering business owners and their employees to achieve a more successful retirement. Fisher\SMB offers fiduciary and non-fiduciary services for retirement plan sponsors, including establishing plan goals, building a fund lineup, providing employee education, and helping with compliance issues. Fisher\SMB recommends mutual funds and collective funds for retirement plan investment options.

Assets Under Management$5.5B
Clients1,847
Advisors50
Avg. per Client$3M
Avg. per Advisor$110M

Fee Structure

Minimum Investment:$1.5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

50 Advisors at this firm

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