Fisher Investments

Fisher Investments

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5525 NW Fisher Creek Drive

Camas, WA 98607-9911

800-851-8845

fisherinvestments.com

No. advisers: 1,749

AUM: $94,107,835,606

Asset Breakdown

Staff
Employees 1749
Clients
High-net-worth individuals 26-50%
Financial planning clients More than 500
High-net-worth client assets Up to 50%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees Yes
Total AUM Total Accounts Avg. Account AUM
Discretionary $94,107,835,606 57,428 $1,638,710
Non-discretionary 0 0 $0
Total $94,107,835,606 57,428 $1,638,710

Fisher asked women to appear in ads. Not all were happy about it

November 14, 2019 - Late last month, Fisher Investments surprised hundreds of female employees with a last-minute meeting. Jill Hitchcock, a senior executive vice president, made an unusual request: Would they pose for a group picture showing their support for the embattled...

Ken Fisher has a big bet on a risky corner of Wall Street

November 8, 2019 - Billionaire Ken Fisher made his name and fortune picking stocks. But over the years he's also become a huge player in an arcane — and controversial — corner of Wall Street: exchange-traded notes. With little fanfare, his Fisher Investments has come...

Florida's Broward Health pulls $93 million from Ken Fisher

October 31, 2019 - The Broward Health system in South Florida, responding to lewd comments made by money manager Ken Fisher, pulled the $93 million it has invested with his firm. The board voted Wednesday to terminate its association with Mr. Fisher's company and seek a...

Eric Cantor warns of investor backlash in wake of Fisher remarks

October 29, 2019 - Moelis & Co. vice chairman Eric Cantor said financial firms that fail to respect women in the workplace will increasingly be punished by customers. Speaking in Saudi Arabia, Mr. Cantor, former majority leader of the U.S. House of Representatives, commented...

Ken Fisher a flash point for industry's poor record addressing sexism

October 25, 2019 - Ken Fisher's insulting, crude comments about sex and hitting on women made recently at an industry conference are far from remarkable. Mr. Fisher sounds like a typical blowhard at a cocktail party, trying to make a racy joke that falls flat and winds...

What executives should be doing in the wake of the Fisher fiasco

October 19, 2019 - It now looks as if Ken Fisher and his firm will pay a price beyond public embarrassment for his off-color comments at the recent Tiburon Strategic Advisors CEO Summit. As of last Wednesday, public pension funds operating on behalf of the state of Michigan,...

Thank you, Ken Fisher?

October 11, 2019 - Thank you, Ken Fisher, for shining a light on critically important issues. Mr. Fisher, founder and chairman of Fisher Investments, has been called out loudly for offensive comments he made at the Tiburon CEO Summit this week in San Francisco. Alex Chalekian,...

Ken Fisher explains the benefits of scale and how he makes the most of it in his firm

April 23, 2019 - The founder of Fisher Investments says scale provides resources to experiment and innovate in ways that help the customer and grow the business.

Reset your thinking for 2019

February 26, 2019 - 2018 challenged many clients with a rockier road than 2017—and disappointing returns to boot. One recent study showed 90% of major asset classes posted declines through mid-November, with cash outperforming stocks and bonds. That preceded December's...

Biggest events for advisers last year

December 28, 2018 - At the 2018 MarketCounsel Summit I was asked for the most important "breakthrough" moments for our firm. As we reach the end of the year, I believe we should reflect on the most important developments in the wealth management industry as a whole, and...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.