Ken Fisher Investments Complaints: What You Need To Know In 2023

Introduction

Ken Fisher Investments is a well-known investment management firm that has been in operation for many years. However, like any other company, it has had its fair share of complaints over the years. In this article, we will explore some of the complaints that have been made against Ken Fisher Investments and discuss what you need to know in 2023.

History of Ken Fisher Investments

Ken Fisher Investments was founded in 1979 by Ken Fisher, a well-known investor and author. The firm has grown over the years and now manages over $100 billion in assets for its clients. Ken Fisher Investments is known for its active management style, which involves making frequent trades to try to outperform the market.

Ken Fisher Investments Complaints

Despite its success, Ken Fisher Investments has faced several complaints over the years. One of the most common complaints is that the firm charges high fees. Some clients have complained that the fees charged by the firm are not justified by the returns they receive. Another common complaint is that the firm engages in excessive trading. Some clients have reported that their portfolios are traded too frequently, resulting in higher transaction costs and lower returns. There have also been complaints about the firm’s customer service. Some clients have reported that it can be difficult to get in touch with their investment advisor or that their advisor is not responsive to their needs.

Response from Ken Fisher Investments

Ken Fisher Investments has responded to these complaints by stating that its fees are in line with industry standards and that its active management style is designed to generate higher returns for clients. The firm has also stated that it takes customer service seriously and is continually working to improve in this area.

Tips for Working with Ken Fisher Investments

If you are considering working with Ken Fisher Investments, there are a few tips that can help ensure a positive experience. First, be sure to carefully review the firm’s fees and understand how they will impact your returns. Second, be clear about your investment goals and risk tolerance so that your advisor can create a portfolio that aligns with your needs. Finally, communicate regularly with your advisor to ensure that your portfolio is on track and that any issues are addressed promptly.

Conclusion

Ken Fisher Investments has faced its share of complaints over the years, but the firm remains a popular choice for investors who are looking for active management and potentially higher returns. By understanding the complaints that have been made against the firm and taking steps to ensure a positive experience, investors can feel confident in their decision to work with Ken Fisher Investments in 2023.

People Also Ask

Q: Is Ken Fisher Investments a good company? A: Ken Fisher Investments has a long history of success and is a popular choice for investors who are looking for active management. However, it is important to carefully review the firm’s fees and understand how they will impact your returns. Q: What fees does Ken Fisher Investments charge? A: Ken Fisher Investments charges a management fee based on a percentage of assets under management. The exact fee depends on the size of your portfolio and the specific services you require. Q: How can I contact Ken Fisher Investments? A: You can contact Ken Fisher Investments by phone, email, or through their website. Your investment advisor will also be available to answer any questions you may have.