
- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Does anyone here deal with Fisher Investments and are yall happy?
Posted on 10/20/26 at 9:36 am
Posted on 10/20/26 at 9:36 am
?
Posted on 10/20/26 at 10:40 am to PSS101
Their fees seem higher than market. That's all I got (other than the general stance of not giving someone a percentage of my money).
Posted on 10/20/26 at 1:58 pm to PSS101
I don’t like that Fisher guy who does his own commercials. Also, their slogan on fees, that says “When you do better, we do better”, basically means they charge a % of your total assists each year, which I do not like.
So no, I will never use them when there are so many other options.
So no, I will never use them when there are so many other options.
Posted on 10/20/26 at 4:11 pm to PSS101
Very cookie cutter approach with high minimums and fees.
Posted on 10/21/26 at 11:17 am to PSS101
Management fee is a little high but you get a real money manager, not a broker selling products. So none of the expense ratios, hidden cost and conflicts of interest. You get Ken Fisher’s stock and bond picks. How individualized do people really need? There are only so many companies worth owning.
Posted on 10/21/26 at 12:30 pm to PSS101
Does he beat VTI annually?
Posted on 10/21/26 at 5:33 pm to AaronDeTiger
I met with them 3 years ago. They told me to liquidate all of the mutual funds and give them the funds to manage at 1% a year. The taxes would have been high 6 figures, they told me that I would make it back very quickly, I told them that I was not a player with their caviler attitude toward me and the tax bill.

Posted on 10/21/26 at 6:52 pm to sstig
quote:
They told me to liquidate all of the mutual funds and give them the funds to manage at 1% a year. The taxes would have been high 6 figures
yeah f that
quote:
they told me that I would make it back very quickly,
famous last words.
Posted on 10/21/26 at 7:09 pm to PSS101
1% AUM fee is robbery.
Even the least financially savvy investor can set up auto transfers into Vanguard’s VOO (S&P 500) and let compounding do its glorious magic.
Example: 1% AUM fee on a $1 million portfolio for 20-yrs is $220,000 of fees and opportunity cost. FAs are not worth it over time most of the time.
Keep your $220,000 working for you, and not a FA.
Even the least financially savvy investor can set up auto transfers into Vanguard’s VOO (S&P 500) and let compounding do its glorious magic.
Example: 1% AUM fee on a $1 million portfolio for 20-yrs is $220,000 of fees and opportunity cost. FAs are not worth it over time most of the time.
Keep your $220,000 working for you, and not a FA.
This post was edited on 10/21/26 at 7:10 pm
Posted on 10/21/26 at 7:16 pm to Everyday Is Saturday

Popular
Back to top
6









