Fischer Investment Strategies, LLC

Fischer Investment Strategies, LLC, founded in 2011 by Ted Fischer, offers a range of investment advisory services, specializing in asset management, retirement plan consulting, and financial planning. As of December 31, 2024, the firm manages over $200 million in assets on a discretionary basis. Clients' portfolios typically consist of individual stocks, bonds, ETFs, and mutual funds, tailored to meet specific investment goals. The firm emphasizes continuous supervision and quarterly reviews, with clients retaining ownership rights over their securities. Fischer Investment Strategies also provides retirement plan consulting services to employer plan sponsors, ensuring compliance with ERISA regulations. Financial planning services cover various areas such as investment, retirement, estate planning, and tax planning. For asset management, fees are based on a percentage of assets under management, not exceeding 1.50% annually. Retirement plan consulting services are charged a tiered or flat fee, ranging from $750 to $10,000. Financial planning services are offered on an hourly or flat fee basis, with rates starting at $350. The firm does not charge performance-based fees and requires a minimum combined account balance of $100,000 for asset management services. Clients have investment discretion over their accounts, and the firm does not vote proxies on behalf of clients. Fischer Investment Strategies does not have any disciplinary information or financial conditions that could impair its ability to meet obligations. Clients receive written reports quarterly and have the option to terminate agreements within specified terms. The firm's Chief Compliance Officer is Ted Fischer.