Results 1 to 8 of 8

Thread: Ken Fisher Investments

  1. #1

    Default Ken Fisher Investments

    Looking for opinions. I did well with my TSP except for the past few years. Does anyone know anything about Ken Fisher investments? They manage portfolios of $500,000 and up for 1 1/2% per year and have a good track record. I'm thinking about retiring pretty soon and am thinking of transferring my TSP account to them. I'm tired of trying to manage it myself. I can't wait to see the comments I'm going to get for this!
    Is today Saturday again?


  2.  
  3. #2

    Join Date
    Sep 2006
    Location
    Rocky Mountain High
    Posts
    6,960

    Default Re: Ken Fisher Investments

    https://investorjunkie.com/42952/fis...tments-review/

    At 1% to 1.5%, this makes Fisher Investments comparable to fees assessed by typical non-robo-advisor investment management companies. However this is well above fees typically charged by robo-advisers. For example, Wealthfront charges just 0.25% of assets under management, and the first $10,000 is free. Betterment charges 0.35% for balances under $10,000, 0.25% for balances between $10,000 and $100,000, and 0.15% for balances over $100,000.
    Weatherweenie's Account Talk
    Teddy Roosevelt: Patriotism means to stand by the country. It does not mean to stand by the president or any other public official. Retired on November 30, 2023 with 30+ years of service.

  4.  
  5. #3

    Default Re: Ken Fisher Investments

    Thanks for the link
    Is today Saturday again?

  6.  
  7. #4

    Default Re: Ken Fisher Investments

    It sounds like they may not be too proud of their past performances based on their performance page.

    https://www.fisherinvestments.com/ab...fo/performance

    Many investors make hiring decisions based on historical performance. That’s a dangerous practice—we don’t think you should base your hiring decision purely on past returns. No manager can promise matching past returns, consistent outperformance, or investing without downside risk potential. Markets are forward looking, not backward, and you cannot buy past returns. Selling performance is Wall Street’s way of playing to your greed. At Fisher Investments we believe that isn’t in your best interests, so we don’t lead with it.

    Our Performance

    - We strive to keep you on pace to meet your financial goals over your portfolio’s time horizon.
    - We do not expect to achieve positive returns every day, month, quarter or year.
    - The rate of withdrawal from an account can profoundly impact the long-term success of a portfolio—in some cases, more so than the investment return.
    You may be better off sitting in an L-fund without paying 1.5%. 1.5% of 500K means a minimum of $7500/ yr in fees.
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor and this is not investment advice. Please do your own due diligence.

  8.  
  9. #5

    Join Date
    Aug 2007
    Posts
    12,620
    Blog Entries
    143

    Default Re: Ken Fisher Investments

    Quote Originally Posted by tsptalk View Post
    It sounds like they may not be too proud of their past performances based on their performance page.



    You may be better off sitting in an L-fund without paying 1.5%. 1.5% of 500K means a minimum of $7500/ yr in fees.
    That's some funny stuff right there!

    "We do not expect to achieve positive returns every day, month, quarter or year."

    Wow, talk about lowered expectations. I guess that's one way not to disappoint anyone.....................

  10.  
  11. #6

    Join Date
    Dec 2009
    Location
    So Calif
    Posts
    444

    Default Re: Ken Fisher Investments

    Quote Originally Posted by jkenjohnson View Post
    Looking for opinions. I did well with my TSP except for the past few years. Does anyone know anything about Ken Fisher investments? They manage portfolios of $500,000 and up for 1 1/2% per year and have a good track record. I'm thinking about retiring pretty soon and am thinking of transferring my TSP account to them. I'm tired of trying to manage it myself. I can't wait to see the comments I'm going to get for this!
    Go with I_T and take the worry out of it!


    Sent from my iPhone using Tapatalk

  12.  
  13. #7

    Default Re: Ken Fisher Investments

    Quote Originally Posted by tsptalk View Post
    It sounds like they may not be too proud of their past performances based on their performance page.



    You may be better off sitting in an L-fund without paying 1.5%. 1.5% of 500K means a minimum of $7500/ yr in fees.
    Actually I would be paying about 3x that if I were to let them manage it. Ya'll gave me some pretty good reasons to pass. Thanks for the input.
    Is today Saturday again?

  14.  
  15. #8

    Default Re: Ken Fisher Investments

    I see this guy on commercials late at night...seems like the typical "talking with a crooked mouth" shiester.

    CURRENTLY 100% G (as of COB 03/18/2024) 1st March IFT

  16.  

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
S&P500 (C Fund) (delayed)
Ken Fisher Investments
(Stockcharts.com Real-time)
DWCPF (S Fund) (delayed)
Ken Fisher Investments
(Stockcharts.com Real-time)
EFA (I Fund) (delayed)
Ken Fisher Investments
(Stockcharts.com Real-time)
BND (F Fund) (delayed)
Ken Fisher Investments
(Stockcharts.com Real-time)

Yahoo Finance Realtime TSP Fund Tracking Index Quotes