FISHER FINANCIAL GROUP, LLC

Overview

Fisher Financial Group, LLC is a small independent Registered Investment Adviser operating as an LLC that serves individual and family clients. The firm functions as a capital allocator, providing comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection/oversight of outside advisers. Its fee model is a mix of percentage-of-AUM billing, hourly charges and other fee arrangements, reflecting flexibility for both ongoing wealth management and project-based planning work. Investment activity is concentrated in public investment vehicles, with a clear preference for mutual funds and similar public funds. The firm reports limited engagement with ESG as an investment driver. Fisher Financial Group manages most client relationships on a discretionary basis, but maintains a smaller non-discretionary sleeve for clients who prefer or require an advisory relationship with retained client decision authority. The adviser also identifies itself as a capital allocator that will place client assets with third-party alternative managers when appropriate.

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Investments & Alternatives

Location & Offices