Fischer Advisors LLC

Overview

Fischer Advisors LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates on a fee basis—charging a percentage of assets under management and offering fixed-fee arrangements—and manages client relationships on a discretionary basis for the bulk of its assets. Investment activity centers on publicly available pooled funds and mutual funds as the primary building blocks of client portfolios, while selective use of third‑party alternative managers (venture capital and private placements) supplements those allocations for clients pursuing less liquid, higher‑return opportunities. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices