Fisher Investments Reviews 

I have been making my own investment decisions for many years and have built up a mid-six-figure fortune as a result. I have been in sporadic contact with Fisher Investments for several years, but now I want to use my assets as retirement income.
There were several phone calls and webinars, and I wanted specific information about the total management costs and asked for a real sample portfolio. In the end, I received a standard contract with many vague additional costs that I would have to bear (always plus VAT). The advisor avoided giving me a clear statement on the total costs. I also asked him how they would ensure increased portfolio performance.
Ultimately, I decided against asset management with Fisher Investment. Opaque cost structures and vague statements about outperformance are unacceptable to me. My fear was that my dividend income would largely end up with Fisher Investment in the future.

As with many other reviews, this company does not know how to take no for an answer. Several different calls in a week. One while I was at the airport. I made a zoom appointment. After getting back home and reading reviews and researching their fees I sent an email to cancel my meeting. I asked to be taken off the call and email list. The very next day another phone call asking me why I changed my mind. Not appreciated.

At the moment I am trying to get my money back. I am very disappointed with the result so far and I have done better than them in the past.
Unfortunately this is not easy as Raymond James are finding ways to block it. A new issue each day. So don't give them your money.

We have been with Fisher 7 years now ( based in France) and cannot understand at all how they have accrued such a low rating !?)…. We are ‘medium risk’ with €500,000 invested and expected a return of 10%…. And ( since Covid) it has consistently outperformed that !!… .we are very happy, especially with the constant updates, ease of talking with our advisor, and just in general! We recommend Fisher, as we have done on several occasions to ‘doubters’ pointed in our direction!!

I have found Fisher to be very capable as a portfolio manager…their approach is to use individual stocks w strong diversification across sectors and geography…their involvement has freed up 6 hrs weekly that I previously spent on portfolio mgt…their performance has beaten the market metrics and they also do indeed perform their role as fiduciary, where they recently performed their own due diligence on an investment decision I was making and w FBI help identified my planned 5-figure investment to be involving a fraudulent Singapore entity…regarding their expense fees, they are quite reasonable, since their approach gives tax savings and avoids MFs and ETFs and their fees, and their guidance is sophisticated and on-going…

I downloaded a pamphlet off their website (a lead magnet). I was stupid enough to provide them with my cell phone number and they keep calling and emailing me relentlessly, even though I keep telling them I am totally uninterested! They are very unprofessional and predatory! They have an unlimited number of phone numbers to keep calling you on, so you can't block them! Be warned!!

Do not ever ask this company for information. (I downloaded a document and didn't even speak to anyone). You will be harassed by them and then when you decline their help, they will have an attitude, as though they are the only game in town that knows what they are doing. I asked them politely several times to take me off their list. Let's see what happens this time.

September 22, 2025
Fisher Investments contacted me regarding my review and have promised to take me off their list as well as apologizing for my experience. They also mentioned taking my feedback up with their training team. I am satisfied with their follow-up regardless of knowing if anything will change.

Professional service and stellar returns.

I moved to Fisher in August 2024, after reaching out to them. The onboarding process was brilliant handled by Kirsty, a client director.

Ultimately I felt it wasn't a 'sales' process but really trying to educate me on the options / trade offs available. The actual process itself was smooth, and I was kept updated throughout.

In terms of the service after joining, I get quarterly calls from my investment advisor Jared, plus additional calls when the market is rough. I can obviously only speak for my advisor but the advice I have got I have found to be exceptional, and I also value his ability to explain complex investment issues / jargon in simple to understand ways.

I can also reach out and call my advisor as much as wanted, for items ranging from worries about the market and advice about investment strategy. I am aware Fisher offers a host of additional services and can connect you with in house specialist advisors but haven't engaged with this (and believe it might be at an additional cost).

In terms of returns, Fisher has returned well above its benchmark this year, net of fees.

On fees, this is perhaps the one area of concern to know when going with Fisher. I think for me, the importance of fees depends on your investment outlook.

A lot of the advice / evidence is that it is very hard / impossible to outperform the market over the long run. Following from this, you should minimize fees and buy an ETF (eg ~0.1% fees). From this perspective then yes Fisher is expensive (eg ~1.25% a year).

However for me Fisher offers some key advantages namely, a barrier between me and my money (eg no panicking selling), lots of free advice and limited tax management (e.g you will need to do a self assessment, but they will handle ISA subscriptions, and liquidation of assets each year to realize gains in taxable accounts, optimally).

It is also worth noting that Fisher's performance has been stellar, and has really in terms of major ETFs/ indexes only lagged the SP500 since inception. However arguably picking the SP, is cherry picking in itself with hindsight bias.

I downloaded one guide and now I get multiple unsolicited calls with penetrating questioning and a hard sell. I give them credit, their script and patter is good, but SO RUDE AND UNWANTED.

$750k liquid cash or no further information
call from Fisher Investments in Australia ? Asked them the process and their % and fees etc, says I am not eligible till I have liquid $ 750k Says made 30% last year and 14.3 % on average over last 10 years after fees. Would like to have known more....?

I was referred to them by a friend who did not do business with them, but thought about it. So I followed up and my experience was bizarre. Just even trying to get past the front desk girl was like a mess. I told her I don’t wanna deal with anybody in Washington. I wanna deal with somebody in Scottsdale and then she transferred me to somebody in Washington?? Zero tension the detail establishes no confidence with you then when I told the guy that answer the phone that he was kind of silent and so I just said OK goodbye this is weird!

Average returns, very high management charges in comparison. Also multi-layered in that you have the actual investment company (eg Fidelity), and another company managing the SIPP in the UK on behalf of Fisher. There is an UK arm of Fisher, not sure what they provide as all contact is with States-side personnel. With hindsight would not make the same choice.

Too many individuals calling from mobiles and I have repeated same response. They must sort this out as the brand damage by doing this is poor.

Shocking, I don't know how many times I've asked them to remove me from their database
My experience with Fisher Investments has been one of constant, unwanted contact and high-pressure sales tactics
Stay away
Update now they are trying to get this review taken down as it’s negative

Incessant calls, texts, and emails. They do not accept “I’m not interested” as an answer. I block their calls and they return with new numbers. Very annoying.

For the second time in little over a year with Fisher I have had to raise a complaint about the service I have received.
This time in attempting to move part of my pension to another provider, between Fisher and James Hayes their intermediary pension investment company they have managed to leave a large portion of my pension uninvested for a considerable period of time.
The communication between Fisher and James Hayes seems very poor especially considering Fisher have chosen James Hayes on my behalf and I have to pay both parties for their service!

Avoid. You will pay them near 3% p,a. You only get 4%..ffs. (They admit this when pressed hard) Performance no better than the S&P500. Compare them and see. Just shop for the cheapest S&P following funds. No one can guarantee better than this.
EDIT, They are looking for my personal details through Trustpilot. Wonder why?. Not a chance. Just look at all the negative reviews. Says it all.

Unlike some of the other reviews on here I have actually invested substantial amounts with Fisher. A very open and proactive investment business. You pay for what you get. Yes there are annual charges but I’m averaging +20% return on investment. Absolutely no issues.

Moved half my SIPP to Fisher back in 2020 having been unhappy with the performance of QC. The other half a couple of years later. I like Fisher as I understand their investment process which suits me. Over the time I have been with them, I have always been happy with the results they have achieved. Fisher may not be for everyone, but from my point of view moving to them was the best financial decision I've made.

I had initially given a lower rating, but the follow-up subsequent to my poor review was timely and professional. My first review was: After a phone call and two follow-up Zoom meetings, where we outlined our requirements. Our requirements were completely ignored (it reminded me of estate agents), and the only intention was to sell their fund (which had far from stellar performance) with yearly fees incredibly high compared to other funds.