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Fisher Wealth Management

Last post Wed, Nov 18 2009, 11:14 AM by mooreaz. 3 replies.
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  •  Wed, Nov 18 2009, 11:14 AM

    Re: Fisher Wealth Management

    I guess it depends what you mean by reliable. I would be asking two main questions....

    Are they reputable? (The last thing you want is for them to run off with your money) Check their registrations, insurances etc.

    What returns do they forecast and what is their historic performance? Although, obviously, past performance is no guarantee of future returns. I did see on one site that Ken Fisher thought in 2007 that the market was due a minor correction...

    Anyone (almost) can make money in a bull market, the key would be to see how their perfomance rated against the market over the last 18 months.

    • Post Points: 5
  •  Wed, Nov 18 2009, 11:00 AM

    Re: Fisher Wealth Management

    Many thanks for the help. It would be nice to find a site that listed the most reliable wealth management firms as the more I read the more confused I get.
    • Post Points: 20
  •  Wed, Nov 18 2009, 10:18 AM

    Re: Fisher Wealth Management

    From what I can find, Fisher Wealth Management is a private company providing wealth management services to high net worth individuals. It is based on the investment strategy of its founder Ken Fisher.

    To use this service you need 2 things...

    Lots of zeros at the right end of your bank balance (unfortunately, my zeros are at the front, not the back).

    Confidence that Mr Fisher's strategy is capable of providing the returns that you expect.

    It may be the he is the next Warren Buffet and that your investment returns 20% year on year, but it is more likely that the returns are more modest.

    I can't comment on the fees and charges for using the service as I don't have enough money to ask them and, as expected, these fees are not published.

    • Post Points: 50
  •  Wed, Nov 18 2009, 8:57 AM

    Fisher Wealth Management

    Could anyone help. I am considering Fisher Wealth Management to inves with but the only information I can find out about them is what they send out. I have searched the internet to the best of my ability but am unable to find any independant opinions. They sound good but would like a bit more insight.

    Many thanks

    • Post Points: 50