Fischer Advisors LLC offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. They create investment policy statements and manage portfolios with discretionary authority. Fischer Advisors also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Fischer Advisors primarily recommends equities, but may use other securities to diversify portfolios.
Assets Under Management$5.7M
Clients5
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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