Fisher Investments is a money management company based in Camas, Washington. They have a variety of investment products to choose from, and are committed to helping clients achieve financial success. Their money managers have experience in all areas of investing and will work with you to find the best solution for your financial situation.
They also provide financial tools, such as a 401(k) calculator, as well as informative guides on how to invest during retirement. They also hold seminars throughout the country, with speakers from their senior management team. These seminars can help you better prepare for your retirement and create a retirement income plan that will last throughout your life.
The service also provides additional investment management services, though these are generally very expensive. Fisher Investments will connect you with a regional vice president who can put together an investment recommendation tailored to your needs. You can then transfer your savings to the Fisher Investments website and start your account. Your Fisher Investments advisor will check your portfolio regularly and will be available at all times for any questions or concerns.
Fisher Investments offers active portfolio management, with customized investment recommendations based on your specific situation. To access this service, you need to have at least $200,000 in your account. However, there is no guarantee that you will be accepted, so you should not apply if you only have a small amount of money. The fees for this service are higher than for most other robo advisors. But if you are prepared to pay a little more for this service, you can rest assured that your money is in good hands.
