Fees
- Simple and Straightforward: Fees are based on the value of the assets we manage for you.
- Aligned with Your Best Interests: Fisher Investments is a fee-only investment adviser; this helps align our interests with yours. In other words, we do better when you do better.
- Competitive: We believe our fees are often lower than many other financial professionals’ fees, particularly when you consider the commissions, layered fees, kickbacks and other “add-on” fees that are rife in our industry.
Questions To Ask Your Financial Professional
At Fisher Investments UK, we understand the issues fees raise. So it’s important to make sure you understand them and whether your financial professional’s incentives are aligned with your own. Your financial professional’s compensation can create hidden conflicts of interest. For example, some earn commissions on products they sell, in addition to collecting management fees. Others base certain fees on performance, which can encourage chasing short-term returns and hinder risk management.
When considering professional money management, here are some questions you can ask to learn more about the fees you might pay:
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How are your fees structured?
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What other compensation do you receive besides what I pay you directly? Do you collect commissions or other incentives?
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Will you use mutual funds or other investment products in my portfolio? What fees will I pay for these?
If you have questions about Fisher Investments’ fees, or the fees you’re paying with your current portfolio, contact us to request an evaluation.
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Learn why 165,000 clients* trust Fisher Investments and its affiliates to manage their money and may be able to help you achieve your financial goals.
*As of 30/09/2024
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