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Feedback on Fisher Investment

I currently have my (moderate) portfolio managed by Wells Fargo advisors. Looking for some feedback on Fisher Investment to see if it is worth considering? Appreciate any key considerations or feedback of your personal experience. TC: 400K

Coupang KoAV25 Mar 20

Why pay a lot of money for a full service broker when you can just do your own online research and invest yourself?

Amazon CnBaDc OP Mar 20

Ya, I have been thinking that as well but the fluctuating market is a bit scary. I guess index funds are my best bet.

Coupang KoAV25 Mar 20

It’s a long term play. Dollar cost averaging means lower purchase prices at times and more shares. It all balances out if you have a long time horizon.

Coinbase 9RgrIhXA Mar 20

#1 What coupang said #2 Fisher is an absolute joke

Amazon CnBaDc OP Mar 20

Thanks!

Exact Sciences Hycx22 Mar 20

Totally agree.

Wayfair datablind2 Mar 20

You could probably save quite a bit of money (hundreds of thousands if not millions by retirement age) and get the same returns or better over the long term by investing in low-cost index funds instead (e.g., Vanguard SP500 index VOO)

Amazon CnBaDc OP Mar 20

Thanks, I have been thinking about the QQQ, VOO and VTI.

Amazon CnBaDc OP Mar 20

Is this a good time to move my portfolio to these index funds?

Motive showabe Mar 20

We use Fisher and have been very happy with their performance.. they charge 1.5% of AUM and have gained nearly 20% YTD for us

Samsara streame Mar 21

Over how long a period?

Motive showabe Mar 23

We started with them in Sep of 2023 but the 20% is just the gains they have returned in 2024 so far

Amazon tloM30 Mar 21

Checkout Abundo Wealth, fee-based CFP