BlackRock vs. Fisher Investments: what’s the difference?

Summary 

Fisher Investments vs. BlackRock: what’s the difference? 

Founded by renowned investor Ken Fisher, Fisher Investments prioritizes personalized investment strategies tailored to individual client needs. With a strong emphasis on thorough research and transparent communication, a Fisher Investments financial advisor caters to affluent investors seeking comprehensive portfolio management and financial planning services.  

BlackRock boasts the title of the world's largest investment management firm, with over $9-10 trillion in assets under management. BlackRock's investment strategy revolves around leveraging advanced technology and data analytics to inform its decisions, with a particular focus on integrating sustainable investing principles. 

What are Fisher Investments and BlackRock’s specific investment strategies? 

Fisher financial services focus on personalized portfolio management, drawing on Ken Fisher's financial methods to create bespoke investment strategies for clients. Their approach emphasizes thorough research, transparency, and ongoing advisory support to optimize client outcomes.  

BlackRock's investment strategy revolves around the integration of cutting-edge technology and data analytics to inform decision-making. Their proprietary risk management system, Aladdin, plays a pivotal role in managing and analyzing portfolios, allowing for sophisticated investment solutions. A BlackRock financial advisor is known for their expertise in tailoring investment strategies to individual client needs by leveraging advanced technology and data analytics. 

What fees can I expect from BlackRock and Fisher Investments? 

BlackRock fees are diverse and contingent upon the investment product and service provided. For instance, mutual funds and Exchange-Traded Funds (ETFs) typically impose expense ratios covering management and operational costs. The iShares ETFs, a popular offering from BlackRock, often boast competitive expense ratios below the industry average. However, managed accounts and alternative investments may involve higher fees, including performance fees and advisory charges.  

BlackRock's Wrap Fee Schedule for various strategies initiates at 2.50% for the first $500,000 and adjusts as the account balance escalates.  

Fisher Investments fees operate on an Assets Under Management (AUM) basis. This model levies a percentage-based fee on the total value of assets managed by the firm. The fee percentage typically decreases as the portfolio size increases.  

For instance, Fisher Investments charges 1.25% AUM per year for investments up to $1 million and 1% per year for portfolios exceeding $5 million.  

Both firms charge fees for their services, which typically include management fees, trading fees, and other miscellaneous charges. 

Is BlackRock or Fisher Investments better? 

BlackRock and Fisher Investments offer distinct services with their own set of advantages and drawbacks. 

Pros of BlackRock 

Cons of BlackRock 

Pros of Fisher Investments 

Cons of Fisher Investments 

Fisher Investments or BlackRock: which should I choose? 

Choosing between Fisher Investments and BlackRock hinges on your individual circumstances and financial objectives. In addition to fees, investment strategy, and pros and cons, here are some other questions you should ask yourself when choosing between Fisher Investments and BlackRock. 

How do Fisher Investments and BlackRock remain competitive and adapt to changing market conditions? 

Fisher Investments emphasizes a data-driven approach, leveraging sophisticated analytics to tailor investment strategies to individual client needs effectively. They stay agile by closely monitoring market trends and adjusting portfolios accordingly.  

BlackRock stands out for its integration of advanced technology, such as its Aladdin platform, which provides comprehensive risk management and portfolio analysis.  

Which platform provides better customer service and support? 

Fisher Investments' customer service is renowned throughout the industry. It provides clients with dedicated financial advisors who offer personalized attention and guidance. Fisher financial advisors prioritize serving the best interests of clients and ensuring they achieve their financial goals efficiently.  

BlackRock's financial services may be more tailored toward institutional clients and high-net-worth individuals. While the firm offers a wealth of online resources and market insights, personalized BlackRock customer service for retail investors might not be as comprehensive as Fisher Investments' approach. 

Can I access my Fisher Investments or BlackRock accounts through their websites and mobile apps? 

Both Fisher Investments and BlackRock offer user-friendly websites and dedicated mobile apps for accessing and managing accounts.  

Clients can conveniently access account information and portfolio updates and communicate with advisors through Fisher Investments' platform.  

BlackRock provides comprehensive online tools and a mobile app for managing investments, accessing research reports, and monitoring portfolio performance. 

Find an expert financial advisor 

The decision between Fisher Investments and BlackRock ultimately depends on your unique financial circumstances and preferences. While Fisher Investments offers personalized portfolio management and transparent investment strategies, BlackRock stands out for its innovative use of technology and extensive range of investment products.  

Considering factors such as fees, investment strategies, and customer service, it's essential to weigh the pros and cons of each firm carefully before making a decision that aligns with your long-term financial goals and objectives. 

Unbiased will connect you with a professional SEC-regulated financial advisor who can provide professional investment solutions according to your preferences, goals, and risk tolerance.