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Fisher Investments

Tel: 800-587-5512
6500 International Parkway
Plano, TX 75093
Fisher Investments | Financial Advisor in Plano ,TX

About Fisher Investments

Fisher Investments is an independent, fee-only investment adviser. As of 3/31/2023, Fisher Investments manages over $192 billion in assets globally for private investors, institutional investors, and US small to mid-sized business retirement plans. For more information on Fisher Investments, please visit www.fisherinvestments.com.

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General Information

Firm Start Year:   1979
No. of Employees:   More than 5000
Name of Custodial Firm:   Available on request
States Licensed in:   All 50 States
Work with the following types of clients:   Businesses, Non-Profit Organizations, Institutions, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management


Investment Types:   Mutual Funds, Environmental, Social and Governance (ESG) Strategies, Exchange Traded Funds (ETFs), Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Phone, Video Conference, Email, Your Office, Our Offices

Firm Information

Firm's Number of Clients:   130,000+
Assets Managed by Firm:   $192,000,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets

Financial Services

Portfolio Management

Fisher Investments is a discretionary, fee-only money management firm that provides investment management and advice to high net worth individuals and institutions. Fisher Investments provides ongoing client education and counsel, ranging from personalized one-on-one service calls to client events around the country. Fisher Investments manages portfolios with a top-down investment approach. The top-down process begins with analyzing market drivers, including the economic environment, political developments and investor sentiment. These considerations help us make asset allocation, sub-asset allocation, and individual security decisions. Fisher Investments has a flexible investment strategy, meaning we can adjust our investment strategy depending on forward-looking market views or clients' personal objectives.

Retirement Planning

Fisher Investments supports clients throughout the retirement planning process. The process begins with an in- depth evaluation of client's personal situation, including their retirement goals, objectives, and overall financial situation. Once Fisher Investments understands the client's situation, the team creates a personalized portfolio recommendation. Fisher Investments then implements an ongoing long-term strategy for each client. The firm continues to monitor the client's financial situation, goals and changes in order to adapt the strategy for their needs. Financial planning services include proactive client service, personalized reporting, portfolio reviews and client education resources and events. Our financial planning offerings can include assisting clients with income strategies, estate planning review, annuity counseling, tax planning support, and Social Security analysis.

401K Rollovers

Fisher Investments has client service operations team who can help clients with 401(k) rollover needs. Some of the services include conducting initial rollover calls, assisting clients with necessary paperwork and tracking the assets during the transfer process.

Insurance Planning

Fisher Investments does not sell insurance. Fisher Investments can provide some insurance-related services to clients, which can include support and guidance when weighing long-term care or life insurance options.


Fisher Investments does not sell annuities. Fisher Investments provides annuity-related education. We have licensed Annuity Counselors that may be able to provide some in-depth guidance on annuities to qualified investors. Additionally, we created the Annuity Evaluation program to specifically help educate investors about annuities they may currently own or are considering purchasing.

Estate Planning & Trusts

Fisher Investments is not an estate planner, but may be able to provide investment management for trusts or other investment accounts that qualify. Fisher Investments also offers the support of estate specialists that can review client's estate plans.

Tax Advice and Services

Fisher Investments is not a tax advisor, but can take clients' tax situation and preferences into consideration when making investing decisions.

Education Funding and Planning

If a client wishes to include education funding as a part of their investment goals, Fisher Investments will consider it and any other personal portfolio objectives when constructing the personalized plan and recommendations.


How do you charge for your services?

Fisher Investments is a fee only money manager. We charge a simple fee based on the amount of assets we manage for you.

How are you compensated? How will I pay for your services?

Fisher Investments fees are structured so we do better when our clients do better. Client accounts are billed quarterly, paying a simple fee based on the amount of assets we manage for you. Therefore, Fisher Investments is incentivized to prudently grow client assets in accordance with their goals and financial circumstance.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

No. Fisher Investments is a discretionary money manager and we will proactively trade on your behalf when we feel market conditions warrant making changes. We keep our clients well informed and educated about when and why we make portfolio changes.

How many clients do you currently manage?

As of 3/31/2023, Fisher Investments manages over 130,000 client relationships, including over 100,000 private clients in the United States.

Do you offer any guaranteed results?

No. Any investment program may be volatile and can involve the loss of principal. Global investing can involve additional risks, such as the risk of currency fluctuations. No assurances can be made regarding the accuracy of any future prediction. Past performance is no guarantee of future returns.



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Additional Detailed Disclosures



Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance is no guarantee of future returns. This document constitutes the general views of Fisher Investments and should not be regarded as personalized investment or tax advice or as a representation of its performance or that of its clients. No assurances are made that Fisher Investments will continue to hold these views, which may change at any time based on new information, analysis or reconsideration.


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