How Clients Benefit from Fisher Investments’ Transparent Fee Structure
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0:06 Our fees are very competitive within the industry especially when looking at
0:10 other competitive products or services. We have a very transparent fee structure,
0:15 we bill only on assets and our management ,and we’re not charging any
0:19 commissions. It’s a straightforward and transparent fee in a simple way it works
0:23 is that when a client comes to us with some principal amount of savings they
0:27 want us to invest on their behalf all we charge and we’re very upfront about it
0:31 is that simple fee that’s based on the amount that they’re entrusting us with.
0:34 That differs than most of our competitors who often will charge for
0:39 assets under management but may also charge for commissions and may also sell
0:43 products along the way. They might set up multiple different account types for a
0:48 client in order to be able to sell or provide different things within those
0:54 account structures. Whereas, we don’t believe the client needs all of that we
1:00 keep everything much more transparent and straightforward at Fisher. Our fee
1:04 structure aligns our interests with clients
1:06 because the only way that we as a firm do better is when our clients do better.
1:11 If you want to learn more about Fisher Investments fee structure or our fees
1:15 generally or you want an analysis of the fees that you’re currently paying in
1:19 your portfolio please contact us today we’d be happy to help!
In this video, Fisher Investments reviews how our competitive, easy-to-understand fee structure—based on the value of assets we manage for you—helps align Fisher Investments’ incentives with you. In other words, we do better when you do better.
Further, Fisher Investments doesn’t earn commissions on trades or by selling products. Any transaction costs or other fees clients incur are paid directly to a third-party custodian. We simply charge a fee based on assets under management.
In contrast, other financial institutions—such as broker-dealers—may earn commissions, kickbacks and other fees which can create conflicts of interest. For example, a financial professional might be incentivized to sell you a certain product because they’ll earn a higher commission.
At Fisher Investments, we believe investors deserve transparency when it comes to the fees they pay. When considering which money manager to entrust your hard-earned assets to, we believe it is critical to understand their fee structure. For more information on our fees, please watch the video and review the additional FAQs below. To view the video, click the play button above or click here.