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How does the advisor help clients – Key Takeaways:
FISHER FINANCIAL SERVICES, LLC is a trusted financial advisory firm that provides personalized and comprehensive financial services to its clients. The firm focuses on creating customized financial solutions to meet the unique needs and goals of each individual client, ensuring that they achieve financial stability and success.
Some key takeaways from FISHER FINANCIAL SERVICES include:
- Personalized financial solutions tailored to each client’s specific goals and needs
- Comprehensive approach to financial planning, including investment management, retirement planning, tax planning, and estate planning
- Expertise and experience in financial markets and products to help clients make informed decisions
- Transparent and open communication with clients, allowing them to fully understand and participate in the decision-making process
- Commitment to ongoing education and staying abreast of industry trends and changes to better serve clients
Facts and Insights
Below are some facts and insights about FISHER FINANCIAL SERVICES, LLC:
| Assets Under Management | $100 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
FISHER FINANCIAL SERVICES has demonstrated success in managing assets for their clients, with a total of $100 million in assets under management. The firm also boasts a highly experienced team of 5 advisors, with a combined experience of 10 years in the industry.
Financial Services Offered
The financial services offered by FISHER FINANCIAL SERVICES, LLC include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- College planning
- And more
The firm takes a holistic approach to financial planning and offers a wide range of services to help clients achieve their financial goals.
Client Types
FISHER FINANCIAL SERVICES, LLC serves a diverse clientele, including:
- Individuals
- Families
- High net-worth individuals
- Business owners
- Retirees
The firm is equipped to handle the unique financial needs of each client type and provides tailored solutions to meet their individual needs.
Fees & Compensation
FISHER FINANCIAL SERVICES, LLC operates on a fee-only structure, meaning they do not receive commissions or compensation for recommending products or services. This ensures that their advice is objective and in the best interest of their clients.
The firm charges a percentage of assets under management as their fee, with rates varying depending on the services provided. They also offer an initial consultation free of charge to potential clients, giving them the opportunity to learn more about the firm and their services.
Background
FISHER FINANCIAL SERVICES, LLC was founded in 2010 by financial advisor John Fisher. With a strong background in finance and a passion for helping others achieve their financial goals, Fisher saw the need for a personalized and comprehensive approach to financial planning.
The firm has since grown to a team of 5 experienced advisors, each with their own unique financial expertise, allowing them to provide well-rounded and tailored services to their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their background and any potential disclosures. At FISHER FINANCIAL SERVICES, LLC, their advisors have a clean disciplinary record and have no disclosures to report.
It is also important to note that the firm has a fiduciary duty to act in their clients’ best interest, meaning they are legally obligated to prioritize their clients’ interests above their own. This further demonstrates the firm’s commitment to client satisfaction and success.
In conclusion, FISHER FINANCIAL SERVICES, LLC offers personalized and comprehensive financial services to help clients achieve their financial goals. Their experienced team, transparent approach, and