Fisher Investments Reviews

Updated August 2, 2015
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Fisher Investments Founder, Chairman and CEO Ken Fisher
Ken Fisher
195 Ratings

Pros
  • Work/Life balance: We are in finance, right (in 9 reviews)

  • Learn a lot about sales, useful later on in different areas of employment (in 8 reviews)

Cons
  • This industry in general is long hours and this company demands quality work and it can be hard on those with thin skin (in 9 reviews)

  • You have learned to sell, yes, but you have learned to sell Fisher not money management (in 9 reviews)

More Pros and Cons

269 Employee Reviews

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  1. Helpful (13)

    A great place for a long career

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Woodside, CA
    Current Employee - Anonymous Employee in Woodside, CA

    I have been working at Fisher Investments

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    I started at Fisher as a CSA (entry level) at about the same time as the previous poster, and we probably had the exact same job. Without going into too much detail, I am still at Fisher, still very happy, and have since worked in several different areas, not just sales or operations. There is huge opportunity for career advancement. Most of the people I started with, in the same job, have been promoted within the firm, or have rotated to a different department. It's true there is high turnover in the first 12 months, which is true for any finance or money management firm. But turnover after 12 months is basically non-existent, again because of the opportunity for advancement. Keep in mind, of the three co-presidents, one started as a CSA (as I did) and the other in entry-level trading. Not everybody is cut out for someplace that is competitive, so I can understand why people who didn't make it might be upset. Incidentally Fisher made BusinessWeek's top 100 places to launch a career based on compensation and opportunity, which is something to be proud of.

    Cons

    I suppose I'd prefer if we had an office in downtown San Francisco for a shorter commute for me personally. But the benefits far outweigh the convenience for me of a shorter commute.

    Advice to Management

    We opened an office recently outside Vancouver, Washington, which is nice for people who'd like to buy a home outside of California, where it's very expensive. No state income tax in Washington. I'd like to see more offices in more no income tax states. Texas would be nice for the warm weather.


  2. Helpful (11)

    Very unique. Management is very supportive.

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in San Mateo, CA
    Current Employee - Anonymous Employee in San Mateo, CA

    I have been working at Fisher Investments

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    I've worked in financial services before at different places, and Fisher is unique in how much they really care about employees and want it to be a place where you have a long career. It seems like the managers are really interested in where you want to go and helping you get there. Also, if you want, you can try different areas. If you really like Sales, for example, you can stay in Sales forever, but if you want to try another area, they'll let you train and rotate so you build a different set of skills. In some sense, its up to you as an employee to set your path, but they support you a lot no matter what you decide.

    Cons

    To be honest, because I've seen the grass isn't greener, I don't have many complaints

    Advice to Management

    Keep doing what you're doing. One of the best things about this firm is how supportive management is, and I hope that doesn't change


  3. Helpful (11)

    What's all the complaing about? I think Fisher Investments is a good place to work!

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Investment Counselor in San Mateo, CA
    Current Employee - Investment Counselor in San Mateo, CA

    I have been working at Fisher Investments

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    Great group of bright, young movivated people. Good compensation and benefits. A chance to learn a lot in a short period of time. Many people end up working in many different departments to see where they are best suited. Potential for advancement in team leader areas.

    Cons

    Parking can be a problem, but that is pretty minor. Sometimes employees may feel micromanaged. Now is somewhat of a tough time at Fisher Investments because we didn't get clients out of stocks in this bear market. However, who did? Everyone is working to hold clients hands' through the hard times and make sure they continue to be clients so they can benefit from the next bull market.

    Advice to Management

    Continue to support your employees so they will stay on board for the upcoming market turnaround.


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  5. Helpful (10)

    Excellent place to develop a long career

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - ICTL in San Mateo, CA
    Current Employee - ICTL in San Mateo, CA

    I have been working at Fisher Investments

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    Fisher offers competitive pay and a place to develop a long-term career. Employees are encouraged to develop themselves professionally by rotating to different areas of the firm if they choose. Alternately, employees can choose to develop depth by becoming specialists in a certain role. Either development model is open--depends on the employees choice. Management is interested getting employees into the right role for them. It's a great, challenging and competitive atmosphere, no two days are ever the same.

    Cons

    Employees who aren't interested in money management or a competitive workplace may burn out. But that's no different than other finance or money management firms.

    Advice to Management

    Every firm has disgruntled former employees, and a small number of current employees who are disgruntled. That's normal, particularly for a competitive, money management firm. It doesn't mean anything. By and large, from my experience, employees enjoy what they are doing, enjoy their colleages, and enjoy the challenge and opportunity at the firm.


  6. Helpful (13)

    Getting to do what I do best

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Investment Counselor in San Mateo, CA
    Current Employee - Investment Counselor in San Mateo, CA

    I have been working at Fisher Investments

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    Having worked in financial services sales for a few years, I was really happy to find Fisher. What’s different about Fisher is they have people focus on what they do best and there’s segmentation of responsibility. Instead of hunting and gathering more clients, and making trades, and servicing the clients, and doing my own research, and doing my own marketing, and hunting and gathering some more, at Fisher my job is to focus 100% solely on servicing clients. At Fisher, the client really is king. My guess is most clients at brokerage firms don’t understand that their sales person spends 80% of his time doing sales and not much time actually managing money. I could go into sales at Fisher, if I wanted to, but at this point that isn’t a route I want to go again, and that’s perfectly ok. It’s nice to be someplace where you can have a long career doing what you know you do best. Other things I like about Fisher. The overall team is great with a lot of smart people who are happy to be there. From my experience in financial services, the compensation is very very competitive. And they’ve opened another office in Washington where the cost of living is much lower so if you have a family, for example, and want to move somewhere where its easier to buy a house, you can do that.

    Cons

    I’ve seen some people complain about parking. And no, there’s no door to door valet service. But I think most of the people who complain about parking have maybe never had another job before and they don’t know what’s reasonable to expect. For example, at my last job (also in financial service) there was no street parking because it was in a downtown, fully metered area. The only place to park was in one of a few garages. The closest one was exorbitant. I parked a 15 minute walk away because it was cheaper, but it was still ridiculously expensive and I was walking to work in the rain and cold a lot. Public transportation just wasn’t an option because that would have added an hour to my commute, and I would have been switching three times. So yes, sometimes some people have to park offsite and sometimes that person is me. But at least its free and dry and the free shuttle takes 2 minutes.

    Advice to Management

    If there’s any discussion of opening more offices I’d love to see one in Colorado.


  7. Helpful (9)

    Top notch firm - proud to be a part of it

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Prefer Not to State in San Mateo, CA
    Current Employee - Prefer Not to State in San Mateo, CA

    I have been working at Fisher Investments

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    Good pay, very competitive and good benefits Great learning environment Professionally challenging, every day is different Management cares about career path of employees and is invested in employee development Opportunities for job growth within the firm, and opportunities to explore different job functions Very smart people working there. Focus is very much on client and doing right thing for clients long term goals as opposed to short term fees. Can develop a long career at the firm

    Cons

    Money management is competitive, it's not for everyone. Most people do have a great attitude about it, some don't.

    Advice to Management

    Stay true to what you do. Your client focus it what makes working at Fisher so great.


  8. Helpful (10)

    Highly recommended - exciting career

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in San Mateo, CA
    Former Employee - Anonymous Employee in San Mateo, CA

    I worked at Fisher Investments

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    Compared to other jobs in money management, pay is very competitive. Also hours are great. No weekends which is just unheard of in this industry. There are lots of opportunities for promotion within in the firm either in your own group or in another group if you want to switch your focus. There’s a lot of access to senior decision makers so you feel like you know what is going on and why. Most people there are very smart and very motivated so its an exciting competitive workplace. The people are great too and I enjoyed the camaraderie and the friends I made.

    Cons

    It is a competitive work environment which worked for me. You have to take a lot of accountability for yourself and the work you do. I think some people aren’t as motivated so they have a harder time. Also, you get out of the experience what you put in. Which is good for self-starters but not good for people who want to bide their time. That’s true at most money management firms though I think.

    Advice to Management

    I read another review here where the person said they didn’t get any transferrable skills which I strongly disagree with. That may have been that person’s experience but like I said you get out what you put in, which is going to be true no matter where you work. If you are interested in money management, this is a great place to be exposed to a lot of different aspects of it. I had to leave the firm for a family-related relocation. Otherwise I’d still be there. I’m appreciative of the wonderful experience and recommend it highly to anyone who is motivated and a self-starter and interested in finance or money management.


  9. Helpful (10)

    great so far and looking forward to the future

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in San Mateo, CA
    Current Employee - Anonymous Employee in San Mateo, CA

    I have been working at Fisher Investments

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    - opportunity to learn a lot very fast - lots of accountability and responsibilty - teamwork is a big part of the culture. Everyone is motivated to pitch in and help - colleagues are smart and motivated - being a self starter is recognized and rewarded - competitive but collegial atmosphere

    Cons

    nothing so far. It is competitive which may not be appealing to all. And very fast paced every day is different.

    Advice to Management

    one of the best things about working at the company is the team atmosphere. Make sure to keep fostering that. Everyone feels very connected to their team and committed to pitching in and thats a great culture to keep.


  10. Helpful (9)

    Best opportunity in the Industry!

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Client Services in San Mateo, CA
    Current Employee - Client Services in San Mateo, CA

    I have been working at Fisher Investments

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    Great place for career development and growth within this industry. Expect to work hard and continue to be challenged in new and unique ways.

    Cons

    The cons could be exactly what is written above for someone who doesn't understand that you need to work hard if you ever want to achieve anything meaningful in your life.

    Advice to Management

    Keep doing exactly what you're currently doing. This business works and will continue to do it better than anyone else.


  11. Helpful (7)

    Great opportunity

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in San Mateo, CA
    Current Employee - Anonymous Employee in San Mateo, CA

    I have been working at Fisher Investments

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    Great working environment, very supportive. You feel like you know how what you do contributes to the company. Very dynamic, every day is different. You learn lots from day one. Everyone is encouraged to think creatively and try to contribute. Innovation is a big deal at the company.

    Cons

    It’s not the kind of place where you can show up and phone it in, at least not for long. If you want to just pass time, this is not an ideal place. It is also a place for self-starters. If you can’t think through a problem and how it should be solved and want to be told what to do and how all day long, not a good place for you.

    Advice to Management

    There is a lot more to the company than money management and they encourage hiring from within and growing your own set of skills and experience. It would be nice to hear more about what some other areas do, and maybe have a week where you short-term rotate to other totally different areas, just to see what they do. I think we used to do that before and it would be nice to bring back.



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