<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Aptos;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Aptos",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#467886;
text-decoration:underline;}
span.EmailStyle20
{mso-style-type:personal-reply;
font-family:"Aptos",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;
mso-ligatures:none;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="#467886" vlink="#96607D" style="word-wrap:break-word">
<div class="WordSection1">
<p class="MsoNormal">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.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Justin Monro<o:p></o:p></p>
<p class="MsoNormal">Attorney at Law <o:p></o:p></p>
<p class="MsoNormal">The Monro Law Firm PS Inc.<o:p></o:p></p>
<p class="MsoNormal">1830 Bickford Ave. Ste 204<o:p></o:p></p>
<p class="MsoNormal">Snohomish, WA 98290<o:p></o:p></p>
<p class="MsoNormal">P: 360-863-3728<o:p></o:p></p>
<p class="MsoNormal">F:360-863-3985<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif">From:</span></b><span style="font-family:"Calibri",sans-serif"> wsbarp-bounces@lists.wsbarppt.com <wsbarp-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Chris B<br>
<b>Sent:</b> Tuesday, June 11, 2024 9:34 AM<br>
<b>To:</b> wsbarp@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBARP] Fisher Investments<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have a client thinking of switching to Fisher Investments. Any feedback, positive or negative? It would be an account of $1.5M.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Chris Benis<o:p></o:p></p>
<p class="MsoNormal">First Avenue Law Group, PLLC<o:p></o:p></p>
<p class="MsoNormal">321 First Avenue West, Seattle, WA 98119<o:p></o:p></p>
<p class="MsoNormal">206.447-1900 office – 206.447.9075 fax – www. firstavenuelaw.com
<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">This message contains information that may be CONFIDENTIAL AND PRIVILEGED. Unless you are the addressee (or authorized to receive for the addressee), you may not use, copy or disclose to anyone the message or any information contained
in the message. If you have received the message in error, please advise the sender by reply e-mail
<a href="mailto:chrisb@firstavenuelaw.com">chrisb@firstavenuelaw.com</a>, and delete this message. Thank you very much.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">To comply with recent IRS rules, we must inform you that this message, if it contains advice relating to federal taxes, was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties that may be imposed
under federal tax law. Under recent IRS rules, a taxpayer may rely on professional advice to avoid federal tax penalties only if that advice is reflected in a comprehensive tax opinion that conforms to stringent requirements under federal law. Please contact
me if you would like to discuss our preparation of an opinion that conforms to these new rules.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</body>
</html>