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

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,...

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...

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,...

Ken Fisher's son defends his father on LinkedIn

October 17, 2019 - Ken Fisher, the embattled chairman and founder of Fisher Investments, is getting public support from his son, Nathan Fisher, who posted a statement on LinkedIn Wednesday trying to put some context around his father's well-documented crude comments from...

Fisher client exodus nears $1 billion in backlash over remarks

October 16, 2019 - Ken Fisher is taking a financial hit for his vulgar remarks. Boston joined two other pensions in yanking money from Fisher Investments, bringing the total to more than $900 million. "Boston will not invest in companies led by people who treat women like...

Michigan pension fund pulls $600 million from Ken Fisher

October 14, 2019 - The State of Michigan Retirement Fund's pension account, worth more than $70 billion, ended its relationship with the investment firm of Ken Fisher in the latest backlash to offensive remarks the billionaire made last week at a conference. Mr. Fisher...

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,...

Fisher Investments launches diversity task force

October 11, 2019 - Fisher Investments is launching a diversity and inclusion task force in the wake of crude comments made earlier this week at an industry conference by company founder Ken Fisher, according to internal memos obtained by InvestmentNews. The documents, which...

Outcry over Ken Fisher comments could mark turning point for industry conferences

October 10, 2019 - Strong negative reaction to a prominent investment adviser's offensive remarks at an industry conference earlier this week could signal a change in what kind of language and atmosphere will be tolerated at such gatherings. Ken Fisher, founder of Fisher...

Ken Fisher barred from Tiburon Events, apologizes for offensive comments

October 10, 2019 - Two days after billionaire Ken Fisher made a series of offensive comments at an event that were condemned by attendees, he now says he's really sorry. [More: Ken Fisher's crude comments drag Tiburon CEO Summit into the mud] "Some of the words and phrases...

    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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