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

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...

Fisher divestment tops $3 billion after Texas pension bolts

October 25, 2019 - The state pension fund of Texas is pulling $350 million from Fisher Investments as more investors flee the firm following vulgar comments from its founder. "With respect to our fiduciary duty, we are defunding Fisher Investments," the pension said in...

Is it time for Ken Fisher to step down?

October 25, 2019 - Two weeks after Ken Fisher's infamous comments at the Tiburon CEO Summit took social media by storm the question has evolved from "How could he?" to "How could he still be the company's chairman?" "For Ken Fisher, it's already too late," said Jeff Gitterman,...

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...

Goldman joins retreat from Fisher's firm

October 25, 2019 - Goldman Sachs Group Inc. is joining the exodus from Ken Fisher's firm. The Wall Street bank said Friday in a regulatory filing that it will be dropping Fisher Asset Management as the underlying manager of Goldman Sachs Multi-Manager Global Equity Fund....

Los Angeles pulls $500 million from Fisher

October 24, 2019 - The Los Angeles fire and police pension decided to pull about $500 million from Ken Fisher after a contentious board meeting with representatives from the firm. On Thursday, the pension joined New Hampshire, Iowa, Michigan, Philadelphia and Boston in...

New Hampshire pulls $239 million from Ken Fisher

October 22, 2019 - New Hampshire's state pension pulled the $239 million it had invested with Ken Fisher, bringing the total amount divested from the billionaire's firm to more than $2 billion. Tuesday's move by the New Hampshire Retirement System comes after Fidelity Investments...

Fidelity pulls $500 million from Fisher

October 21, 2019 - Fidelity Investments is pulling the $500 million it has invested with Ken Fisher's investment firm, according to people familiar with the matter. The move by the mutual fund giant is part of a growing exodus of big clients in the wake of vulgar comments...

Inside Ken Fisher's private kingdom

October 21, 2019 - The cold calls go out, hundreds a day, from a dank basement in the redwood hills south of San Francisco. Inside the rambling, rustic-chic house, the billionaire Kenneth Fisher has deployed a division of his mostly young, mostly male acolytes on a single,...

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

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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Reprints: For reprints of these rankings, please contact Laura Picariello.

*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.

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