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Updated September 17, 2026. Quick answer: Fisher Investments discloses a tiered schedule starting at 1.50% flat in its Fisher Investments Form ADV Part 2A, “Private Client” Brochure (February 11, 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fisher Investments fee schedule 2026 (tiers)
This schedule comes from the Fisher Investments Form ADV Part 2A, “Private Client” Brochure, dated February 11, 2026, the same filing cited under Sources below.
From the Fisher Investments Form ADV Part 2A, “Private Client” Brochure (February 11, 2026): “FI’s private client basic billing rates for one or more aggregated accounts owned by the same client: Equity and Blended Accounts, Annual Management Fee: First $1 million 1.25%, Next $4 million 1.125%, Additional Amounts Over $5 million 1.000%. FI typically targets clients with at least $1,000,000 in investable assets but will accept smaller client relationships at FI’s discretion which will be billed at an annual rate of 1.50%.”
- Under $900,000 to $1,000,000 (new smaller relationships): 1.50% flat
- First $1,000,000: 1.25%
- Next $4,000,000 (to $5,000,000): 1.125%
- Over $5,000,000: 1.000%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $12,500 | 1.25% |
| $2,000,000 | $23,750 | 1.19% |
Below roughly $900,000 to $1,000,000, Fisher bills a flat 1.50% relationship rate; at or above $1,000,000 the marginal Equity and Blended schedule above applies.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Fisher Investments’s own published rate runs $7,500 a year. Run it at your own balance, and against the other 38 firms we have priced, in the firm fee calculator.
Thinking about leaving Fisher Investments instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
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Source: WiserAdvisor’s service descriptionSources
- Fisher Investments Form ADV Part 2A, “Private Client” Brochure (February 11, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008280
- SEC Investment Adviser Public Disclosure, Fisher Investments, Inc. (CRD #107342): https://adviserinfo.sec.gov/firm/summary/107342
- Fisher Investments, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/107342/PDF/107342.pdf
Methodology. This page was built September 17, 2026, drawing on Fisher Investments’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is Fisher Investments a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Fisher Investments’s minimum investment, straight from its own Form ADV Part 2A brochure.
See how Fisher Investments compares directly, dollar for dollar: vs Creative Planning.
Weighing whether to move ahead? Read the full Fisher Investments review, including its fiduciary status and what it costs to leave.
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Comparing Fisher Investments against other options? See Fisher Investments alternatives, including a lower-fee full-service firm, a flat-fee route, and a robo/hybrid.
See how Fisher Investments compares directly, dollar for dollar: vs Vanguard Personal Advisor.
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How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.
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