Simple, Straightforward Fee Structure

We believe an investment adviser’s interests should align with your own. We also feel that an investment adviser’s interests should align with your own. That’s why Fisher Investments Luxembourg uses an ongoing annual management fee based on the value of the assets managed for you.

Fisher Investments Luxembourg is part of the global Fisher group of companies.

Our Fees

  • Simple and Straightforward: Fees are based on the value of the assets we manage for you.
  • Aligned with Your Best Interests: Fisher Investments Luxembourg 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 or our competitors, particularly when you consider the commissions, layered fees, kickbacks and other “add-on” fees that are rife in our industry.
Man in dark suite talks to another man about retirement

Questions To Ask Your Financial Professional

At Fisher Investments Luxembourg, 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.

When considering professional money management, here are some questions you can ask to learn more about the fees you might pay:

  • How are your fees structured?

  • What other compensation do you receive besides what I pay you directly? Do you collect commissions or other incentives?

  • Will you use managed funds or other investment products in my portfolio? What fees will I pay for these?

If you have questions about Fisher Investments Luxembourg’s fees, or the fees you’re paying with your current portfolio, contact us to request an evaluation. We can review your portfolio, discuss the fees you may be paying and how we compare.

Contact Us

Learn why 165,000 clients* trust Fisher Investments and its affiliates to manage their money and how we may be able to help you achieve your financial goals.

*As of 30/09/2024

New to Fisher? Call Us.

+352 2 786 7320

Contact Us Today