We redefine what it means to be a partner in retirement.
At Fisher, we specialize in small business retirement. As a result, we act as your advocate and have the knowledge, resources and clout to champion your needs.Schedule a free consultation
Fisher significantly outperforms on three key drivers of wealth creation.
Money Better Spent
Our advisory model maximizes for value generation, so less of your fee goes to non-wealth generating services.Get your free fee analysis
Wealth Generating Fees
Advisor | Wealth Generating
Fisher never accepts commissions, always putting your interests first. Some plans pay 3X more on fund fees because many brokers/advisers select funds that pay higher commissions.
Non-wealth Generating Fees
Record Keeper & TPA Fees
Some plans pay 2X more on Record Keeper and TPA fees because their broker/plan advisor select vendors that pay higher commissions.
Fisher never accepts commissions, always putting your interests first. As a result, we champion your needs to get more out of your vendors, without increasing costs.
We are champions for the needs of small businesses. And because we specialize in small business retirement plans, we have the knowledge, resources and clout to help you get more out of your vendors without increasing costs. It’s like moving from economy to first class at little or no additional cost.
The Fisher Advantage
DIFY (Do It For You) Approach
Our servicing solutions focus on doing everything we can for you. From acting as a single point of contact for your plan to selecting your investments, we provide services that many other advisers can't or won't provide.
Contact us for a complimentary plan analysis.
We break down your existing plan fees—how much you pay and to whom—and compare them to the industry average and what you could be paying with Fisher.
We benchmark the fees and services of your plan relative to similar plans in the industry.
Plan Design Analysis
We analyze your current plan features, and help you understand how these features work.
We do customized projections showing what a particular plan type could look like for your specific business (including cost-benefits).
- 1Industry Average rates based on the 2020 Vanguard Retirement Plan Access™ Study-Small Business Edition. The Fisher Client Average rates are based on Fisher plans utilizing Ascensus as their recordkeeper as of 4/27/2021.
- 2Industry Average data is based on Fiduciary Benchmarks, Inc Plan Profile Report for a $2mil 401(k) plan with 50 participants as of 12/31/20, The Industry Average fund fee (.48%) was calculated by taking 32% of the industry average total plan fees (1.49%), as this is the average proportion of the fee allocated to investment managers in the report. The Fisher Average fee (1.40%) represents the fees an average Fisher Investments 401(k) client would pay as of 12/31/20, based on a $2mil 401(k) plan with 50 participants; Ascensus for bundled recordkeeping (.33%); and the weighted average fund expense ratio based on actual client investment allocations (.07%).
- 3Wealth-generating fees are defined as plan advisor fees & fund fees; non-wealth generating fees are defined as all other fees, including recordkeeper and third party administrator fees.