Fisher Investments Ratings: A Comprehensive Review

Fisher Investments, founded by Ken Fisher, is a well-known financial advisory firm that manages billions of dollars for individual and institutional clients. The company offers a range of investment services, including financial planning, portfolio management, and research. While Fisher Investments boasts a strong reputation and a loyal client base, understanding its ratings and reviews is crucial for potential investors.

Overall Ratings

Fisher Investments receives a mixed bag of ratings from various reputable sources. It's essential to consider the context and methodology behind each rating before forming a conclusion.

• Cerulli Associates: This independent research firm ranks Fisher Investments highly for its investment performance and client satisfaction. Their analysis highlights the firm's consistent track record in delivering strong returns for clients.
• Barron's: Barron's, a prominent financial publication, has consistently ranked Fisher Investments among the top financial advisory firms. They commend the company's investment approach and its focus on long-term growth.
• Morningstar: Morningstar, a leading provider of investment research, gives Fisher Investments an average rating. While acknowledging the firm's strengths in investment management, Morningstar also notes some concerns regarding its fee structure and client service.
• InvestorPlace: InvestorPlace, an online financial news and analysis platform, has published mixed reviews on Fisher Investments. While some articles praise the company's investment strategy, others express reservations about its marketing tactics and high fees.

Client Reviews

Client reviews provide valuable insights into the real-world experiences with Fisher Investments. It's important to note that reviews can be subjective and influenced by personal factors.

• Yelp: Fisher Investments receives a mixed bag of reviews on Yelp. Some clients praise the firm's investment expertise and personalized service, while others criticize its high fees and lack of responsiveness.
• Trustpilot: On Trustpilot, Fisher Investments receives a generally positive rating. Clients commend the firm's professional approach, clear communication, and consistent investment performance.
• Advisor Perspectives: Advisor Perspectives, an independent platform for financial advisors, features reviews from both clients and advisors. The reviews highlight the firm's strengths in investment strategy and its ability to navigate market volatility.

Key Factors Affecting Ratings

Several key factors influence the ratings and reviews of Fisher Investments:

• Investment Philosophy: Fisher Investments emphasizes a market-timing approach, which focuses on identifying and capitalizing on cyclical market trends. This strategy has delivered strong returns in the past but has also been criticized for its inherent risk.
• Fees: Fisher Investments charges relatively high fees compared to other financial advisory firms. The fees can vary depending on the size of the investment and the services provided.
• Client Service: Client service is a crucial aspect of any financial advisory firm. While Fisher Investments boasts a dedicated team of advisors, some clients have expressed dissatisfaction with their responsiveness and communication.
• Transparency: Transparency is essential for building trust with clients. Some clients have raised concerns about the level of transparency in Fisher Investments' investment strategies and fee structure.

Conclusion

Fisher Investments is a reputable financial advisory firm with a proven track record in investment management. However, its ratings and reviews are mixed, reflecting both its strengths and weaknesses. Prospective clients should carefully consider the firm's investment philosophy, fees, client service, and transparency before making a decision.

Ultimately, the best way to determine if Fisher Investments is the right fit for you is to conduct thorough research, explore various resources, and consider your individual financial goals and risk tolerance.