{ "media_type": "text", "post_content": "What can you tell me about Fisher Investments? I know they’re an RIA, good sized. I have a prospect with $600k there, Schwab is the custodian. The portfolio is mostly US large cap stock, few internati", "post_id": "5b4f38b5309cd800137cd90a", "reply_count": 4, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

What can you tell me about Fisher Investments? I know they’re an RIA, good sized. I have a prospect with $600k there, Schwab is the custodian. The portfolio is mostly US large cap stock, few internati

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They have no face-to-face Advisor. They work with a consultant over the phone. Their assets are then managed but a portfolio management team. No mutual funds, no annuities. They sell against the idea of mutual funds mainly due to fees. Fisher charges around 1.5 but it’s negotiable downward plus trading cost.

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I’ve heard they would rather die and go to hell than sell an annuity. Hope that helps.

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I would explain that 600k is not enough money to be in an all equity model. If you have riskalyze, I would imagine the score would be north of 70. Play up the risk associated with equity only investments. Show them a graph of GE over the last few years.

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Few international stocks. It’s basically a mutual fund with one fund manager. He’s paying 1.25 on the account. Obviously I want to move the money. Any tips?

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Hi Fishes
I'm looking for a job very keenly. Work environment of my current company is very toxic
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I just took my first flight in 5 months to go on PTO. Went to Cancun and felt safer there than at home. I flew Delta and Jetblue and they are blocking middle seats and their cleaning procedures are good, everyone with masks - i would not fly American

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Pay cut or raise going from consultant role at big consulting firm to health venture firm?

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Turn your leftover rice into a delicious meal with this all-in-one green paste.

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Is it awkward to bring up the possibility of annual merit raise (usually done at end of year) with my boss now? It seems the job market is cooling a bit and I might lose some leverage if I wait longer to bring this up, in case the economy turns for the worse. But it being June now just makes timing a bit awkward and worried it might come off negatively/too self serving

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Hi Fishes! I have received an offer from Accenture as Business Analyst, L9 and accepted in below portal. The portal is showing the same as well but not received any mail mentioning it. I have sent this query to my concerned HR twice as well but no update yet.
My joining date to Accenture is April,22 & I dont have any other job offer in hand now and already resigned from my current organization. Requesting your valuable feedback.
Thank you!
Accenture Accenture Interactive

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Taking a class from a Harvard extension school does not justify writing Harvard in your LinkedIn bio and misleading ppl who only read the top of your bio 👎

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Anyone hiring for summer internships in summer 2021? I know PwC has wrapped up their intern recruiting for the year. I know a student who has their OSCP, heavy system administration and development experience, and regularly competes in defense competitions, and his current offer got rescinded due to covid. He's interested in consulting and has great soft skills

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Ev bubble finally bursting. This rout will separate froth from long term plays. What are LT spacs or EV stocks you are doubling down. Hopefully another 15-20% correction in EV will be healthy.

Senior AD in Chicago?

Hi Fishes, Please tell the companies which give better packages for Automation QAs. Exp: 4.5 years. CTC: 9 lpa

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I'm long on lots of tech stocks and hemorrhaging money in my portfolio rn. Any advice on stock picks to diversity and on how to STAY CALM?

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Hi Folks, I have Philips and Deloitte USI offers with almost same package (yoe 9.5, angular + .net core) full stack !
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Does a private equity internship in a startup provide good exit opportunities?

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Ramadan Mubarak to everybody celebrating <3 !

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I need to buy a paper shredder. Just in case I get that knock on the door 😀 What are you using?

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According to new rules, if you have a CFP you have to give up your 7.. Correct?

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Are you guys Facebook friends with your clients? I usually ignore their requests, but I would also like to build a deeper relationship with them.

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Have you have a client that was a gamechanger for you?

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Considering bringing a new advisor on board. Licensed and not new to the industry, but new to financial planning. What type of training program works for you?

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How do you handle people who can never remember what you’ve communicated to them? My patience is wearing thin.

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I am in investment banking but I got an offer in FA. Let me know if you have found such a move challenging

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Waddell & Reed, let’s get this over with already, who is buying us? Closing offices, 4 years of consolidation.... losing 50 billion in proprietary assets... best guess

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I got used to working from home. I just moved and haven't had internet for 2 weeks. I've had to start commuting to the office again for internet. I now realize what a waste of time a commute is. It robs me of over an hour of productive time every day. While I prefer to meet in person, virtual meetings are so much more efficient, even if they're not as personal. When this is done I'll need to find the balance.

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