[WSBARP] Fisher Investments

[Justin Monro]

I have investments with Vanguard, mutual funds, ETF and stocks. I moved from Edward Jones. IMO EJ was horrendous in hidden fees. Anytime you have any company with active managers v passive, managing funds there are fees. Some are substantial, front load fees, back-end fees, fees to manage per year, account fees, fees to sell or move money etc. I never had a Fisher account,  I may be mistaken but Fisher charges over 1-1.5% per year on Million or more in accounts per year, look at their active management fees. And, if there is more than one account, each fee(s) is per account. I went with Vanguard because there is no BS fees, and I manage my own funds somewhere around .3-.4% per year on holdings (ETF or Mutual Funds) that is it no account fees, no fees to transfer or by stocks or mutual funds. Some people don't like that. But that is what you are going to pay for if you want to turn a blind eye and let a company manager, manage your money. Charles Schwab is good and Fidelity. I can't stress enough to look at all the fees these companies charge. Because the selling feature of fees may seem small, but in the long haul it is enormous. My take on it.

Thank you,

Justin Monro
Attorney at Law
The Monro Law Firm PS Inc.
1830 Bickford Ave. Ste 204
Snohomish, WA 98290
P: 360-863-3728
F:360-863-3985

From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Chris B
Sent: Tuesday, June 11, 2024 9:34 AM
To: wsbarp at lists.wsbarppt.com
Subject: [WSBARP] Fisher Investments

I have a client thinking of switching to Fisher Investments. Any feedback, positive or negative? It would be an account of $1.5M.

Chris Benis
First Avenue Law Group, PLLC
321 First Avenue West, Seattle, WA  98119
206.447-1900 office - 206.447.9075 fax - www. firstavenuelaw.com

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