I need a few really good bullet points on why Fisher Investments are bad news and should be avoided.

One of their phone hacks keeps bothering a client of mine so he asked me what I thought

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Heavily international exposure

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I understand that every client goes into one model with fisher , it doesn’t matter their risk tolerance.

I would focus on the fact that you can customize their portfolio in their needs and goals.

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Stock only portfolios. They will get killed in taxes.

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How do we get the real facts about what fisher does?

Fisher is pretty good at what they do, all of the comments above are way off the mark.... focus in your individual service and attention to their needs, Fisher is big and he'll get thrown into the call center...

He’ll get a “representative” who is an intermediary - it’s his job it is to deliver investments/advice from the home office. He will be inexperienced, won’t be able to customize, and won’t be the actual person managing client accounts

Thanks for the help.

FA2...good points. That’s what I heard is that it’s a boiler room with salaried employees who basically have a script to follow but have little to no involvement in actual asset allocation and investment selection

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