About Fisher Investments

July 2025

Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families. As of 6/30/2025, Fisher Investments and its affiliates manage over $332 billion globally—over $285 billion for private clients and $46 billion for institutional clients. Fisher Investments reviews each client’s unique financial situation to provide custom solutions designed to help achieve their long-term financial goals.

Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly native language columns in major media organs around the world. In total, his 26 bespoke columns span more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.

Reviewing what makes Fisher Investments different:

• Direct, personalized client service
• Comprehensive approach to financial planning
• Established performance history
• Flexible investment strategy
• Global investing experience
• Competitive, transparent fee structure

Personalized Client Service

Clients receive personalized service from Investment Counselors (ICs), who know their clients by name and understand their financial goals and situation. We contact clients regularly, and not to sell some new product. We’ve separated sales and service roles to help minimize conflicts of interest commonly found in our industry. Our ICs act as a liaison to Fisher Investments’ five-member Investment Policy Committee (IPC)—which has over 150 combined years of industry experience—and are there to update clients on their portfolios and support them on their journey to achieve their financial goals.

Tailored Portfolios

Investment success is personal—we believe portfolios should be too. Fisher Investments reviews each clients’ unique financial situation before implementing a tailored investment plan designed to reach their goals. We can also accommodate specific mandates and have over two decades of experience building portfolios that reflect our clients’ preferences, while helping them achieve their investment goals.

Flexible Investment Strategies

Unlike some money managers that focus on narrow market categories that may move in and out of favor, Fisher Investments reviews and adjusts our investment strategies to align with our forward-looking views. No money manager is correct every time, but we believe the lessons learned from managing investments through many market cycles provide us with invaluable insight.

Fiduciary Obligation

As a fiduciary, we’ve designed our firm’s structure, values and culture to always do what is right for our clients. Not everyone providing financial advice is a fiduciary. For example, many brokers are classified as security issuers or sellers by industry regulators. While they may sell portfolio management or advisory services, they often earn commission on the financial products they sell—meaning their incentives may not align with their clients’ objectives.

Transparent Fee Structure

We believe clients deserve simplicity and transparency when it comes to the fees they pay. That’s why Fisher Investments reviews our fees with clients before they hire us. We don’t charge hidden or layered fees, and unlike many brokers, our incentive is not to “churn” client accounts. We don’t earn commissions on trades and any transaction costs are paid by clients directly to a third-party custodian.

Our clients are assessed an easy-to-understand fee based on their assets under management (AUM), which helps align our interests with those of our clients. With our simple, transparent fee structure, we do better when our clients do better.

Minimum to Become a Client

Fisher Investments focuses on high net worth individuals with assets of $1,000,000 or more. Our clients have worked hard throughout their lives, and we’re dedicated to serving them with investing advice, tailored solutions and ongoing support.

COMPENSATION DISCLOSURE

Wealthtender receives a flat monthly fee of $66.30 from Fisher Investments to maintain this Wealthtender profile.

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Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.

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