---
title: Fisher Investments Reviews
meta_title: 'Fisher Investments Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Fisher Investments works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1
  scale: '5'
date_modified: '2026-06-21'
parent_category:
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---

# Fisher Investments Reviews
**Vendor:** Fisher Investments  
**Category:** [Financial Consulting Providers](https://www.g2.com/categories/financial-consulting)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1
## About Fisher Investments
Over the past 35 years, Fisher Investments has managed portfolios for tens of thousands of investors. Learn more about how they can assist you.




## Fisher Investments Reviews
  ### 1. Fisher Investments

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 30, 2019

**Describe the project or task Fisher Investments helped with:**

Setting up a robust investment strategy so I can pave the way for my retirmenet.  

**What do you like best about Fisher Investments?**

First of all I am a huge fan of Ken Fisher as I have read a couple of his books regarding passive investing and financial markets in general.  I love that they are privately owned and not part of a huge conglomerate.  Their funds are majority of a passive strategy which I love as well as the management fees are quite low compared to other funds which speaks for itself over a life time of investing.  My funds have performed quite well in down turns as well as upturns.  They truly care about their clients and always putting their interests before the firms.

**What do you dislike about Fisher Investments?**

Since it's privately owned, they do not offer banking so you will need to go somewhere else for that.  I opened a roth IRA in addition to my account at Fisher in where I can transfer funds in and out of as well as a brokerage account for cash management.

**What problems is Fisher Investments solving and how is that benefiting you?**

Having enough funds to retire.  I relized that Fisher truly cares about their clients and do the necessary due diligence for each one of their client's portfolios.  


## Fisher Investments Discussions
  - [What is Fisher Investments used for?](https://www.g2.com/discussions/what-is-fisher-investments-used-for)

- [View Fisher Investments pricing details and edition comparison](https://www.g2.com/products/fisher-investments/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-20+06%3A18%3A06+-0500&secure%5Bsession_id%5D=b6f2170c-9bfc-43cc-a048-d7022ec60d02&secure%5Btoken%5D=f526296e8e354544a4d6fccf6015f544ca23b07b4d2d3459f820dd1b0e791a90&format=llm_user)

## Fisher Investments Features
**Planning**
- Needs Assessment
- Resource Allocation
- Stayed within Budget
- Statement of Work
- Best Practices

**Delivery**
- Technical Expertise
- Met Deadlines
- Meeting Management
- Project Updates
- Scope Management
- Roll-out

**Team Quality**
- Change Management Skills
- Executive Presence
- Vertical Expertise
- Technology Partnerships

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