Fisher Investments

Retirement Planning Firm in Foster City, CA

Firm Info
Address: 1450 Fashion Island Blvd, San Mateo, CA 94404, USA
Phone: (650) 425-9356

Firm Size
Assets Under Management: $209 billion
# of Advisors: 1,320
# of Clients: 217,207
Client to Advisor Ratio: 165:1
Average Account Size: $962,216
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Investment Companies
  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Other Investment Advisors
  • Insurance Companies
  • Sovereign Wealth Funds & Foreign Official Institutions
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

Get Connected with a Financial Advisor

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Fisher Investments Overview

Fisher Investments is a fee-based Registered Investment Advisory Firm that has been providing investment advice for individuals and businesses since 1987. With headquarters in Camas, Washington, Fisher Investments offers a variety of portfolio management services to clients, including financial planning for individuals and small businesses, as well as portfolio management for investment companies and pooled investment vehicles. Additionally, the firm provides portfolio management services to businesses and institutional clients, and also offers other services such as portfolio assessment. As a fee-based firm, Fisher Investments focuses on ensuring clients receive the most efficient and cost-effective advice possible, with a team of experienced investment professionals who are dedicated to delivering a high level of client service. Whether working with individuals or institutional clients, the core philosophy of Fisher Investments is to provide customized portfolios that take into account the unique financial goals and objectives of each client. With over 30 years of experience in the financial industry, Fisher Investments is committed to building long-term client relationships based on trust, transparency, and integrity. The firm's portfolio management services are designed to help clients navigate complex financial markets, minimize risk, and achieve their investment objectives. Trust, innovation, and a focus on results are the hallmarks of Fisher Investments' investment advice and portfolio management services.

Fisher Investments caters to a diverse range of clientele, including individuals, high net worth individuals, banking institutions, investment companies, pooled investment vehicles, pension or profit sharing plans, charitable organizations, state or municipal government entities, other investment advisors, insurance companies, sovereign wealth funds, and other corporation types not listed. The firm's ability to serve such a broad spectrum of clients attests to its expertise and experience in the field of investment management. Fisher Investments recognizes that every client has unique needs and requirements, and it endeavors to provide personalized services to fit those needs. In terms of fee structures, Fisher Investments offers flexible options depending on the services provided. Clients can take advantage of percentage of assets under management (AUM) fees, which are calculated based on the total value of assets that the firm manages for the client. The percentage fee is usually expressed as an annual rate, and it may vary depending on the size of the client's portfolio and the services required. Additionally, Fisher Investments may offer performance-based fees, which are contingent on the firm's ability to achieve specified investment objectives or outperform certain benchmark indices. Performance-based fees are only charged if the firm meets or exceeds the agreed-upon performance targets. This fee structure aligns the interests of the client and the firm and motivates the firm to achieve superior investment results. Overall, Fisher Investments' fee structures are transparent and fair, providing clients with clarity and peace of mind.

Typical Clients, Fee Structures & Investment Minimum

According to the note about investment minimums in Fisher Investments' Part 2 Brochure, the investment minimum for the Private Client Group is currently $500,000 in investable assets. However, the firm may accept smaller accounts at its discretion. For WealthBuilder, the investment minimum is $200,000 in investable assets.

How This Office Can Help Foster City, CA Residents

Fisher Investments is a full-service investment management firm that specializes in delivering personalized solutions to clients in Foster City, CA. Their advisors understand that the financial landscape in Foster City is unique, and they tailor their services accordingly. For instance, many residents in the area work in the tech industry and are compensated in equity awards, which can present unique financial planning challenges. Fisher Investments is well-equipped to address these challenges and help clients make the most of their equity compensation. Clients in Foster City might also be concerned about retirement planning and managing their wealth during their golden years. Fisher Investments offers a range of retirement planning services, from portfolio management to tax-efficient withdrawal strategies. They can help clients navigate the complexities of Social Security and Medicare and manage risks such as inflation, market volatility, and longevity. Additionally, Fisher Investments can assist clients in estate planning, ensuring that their assets are efficiently distributed to their loved ones. With personalized service and attention to detail, Fisher Investments provides a comprehensive suite of investment management services to clients in Foster City and beyond.

To view the Minimum Investment and Fee Schedule for Fisher Investments, visit their Part 2 Brochure.

Services Offered by Fisher Investments

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Fisher Investments most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1450 Fashion Island Blvd, San Mateo, CA 94404, USA
Phone (650) 425-9356
Opening Hours
  • Mon 7 AM–6 PM
  • Tue 7 AM–6 PM
  • Wed 7 AM–6 PM
  • Thu 7 AM–6 PM
  • Fri 7 AM–6 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  2 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 5525 NW FISHER CREEK DRIVE, CAMAS, WA 98607-9911, United States

This firm has no other locations.

State Registrations

Fisher Investments is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Fisher Investments does not have any disclosures. Please visit it's Form ADV for more details.