Fisher Investments

Financial Services95% confidence

Fisher Investments is an independent, fee-only investment adviser that provides portfolio management and financial planning services to individual and institutional investors worldwide.

Camas, Washington, United States

About Fisher Investments

Fisher Investments is a global investment advisory firm that manages assets for high-net-worth individuals, small to mid-size businesses, and institutional clients such as pensions and endowments. Founded in 1979 by Ken Fisher, the firm focuses on discretionary portfolio management, constructing and managing customized investment strategies based on clients’ long-term goals, time horizons, and risk tolerance. Its public website and the shorter domain fi.com (which redirects to its main site) are used for investor education, marketing, and client account access. ([scamminder.com](https://scamminder.com/website/fi.com?utm_source=openai))

A charge referencing “Fi.com” on a card statement is very likely associated with fees for Fisher Investments’ advisory services, such as periodic management fees debited directly from a client’s investment account or related billing transactions. These may appear as recurring charges (typically quarterly or monthly, depending on the arrangement) tied to the value of assets under management. Some clients may also see test or small verification transactions when establishing or updating payment instructions or account links.

If you have questions about a Fi.com or Fisher Investments charge, first review recent account statements or the online client portal for advisory-fee line items that match the date and amount of the charge. You can also compare the descriptor and amount to your signed investment advisory agreement, which outlines the firm’s fee schedule and billing frequency. If anything seems unclear, contact Fisher Investments directly via the phone numbers or secure messaging options listed in your client documents or on their official website; avoid calling numbers or using links from unsolicited emails. Your bank or card issuer can help dispute unfamiliar charges, but contacting Fisher Investments first is usually the fastest way to confirm whether a charge is legitimate and request any billing review or adjustment if needed.

Bank Statement Variations

1 known variations

These are the raw merchant codes that appear on bank and credit card statements that we've identified as belonging to Fisher Investments.

  1. Fi.com

Frequently Asked Questions

Why do I see a charge from Fi.com or Fisher Investments on my card statement?

A Fi.com or Fisher Investments charge usually represents an advisory or management fee for an investment account managed by Fisher Investments. Fees are commonly billed on a recurring basis (often quarterly) and calculated as a percentage of the assets under management, as outlined in your advisory agreement. Compare the amount and date to your latest Fisher Investments account statement to confirm the charge.

Is Fi.com the same as Fisher Investments?

Yes. Public domain records and technical data show that fi.com is owned by Fisher Investments and redirects to the firm’s main website. ([whois.com](https://www.whois.com/whois/fi.com?utm_source=openai)) If your statement shows Fi.com, it is effectively a billing reference for Fisher Investments.

How can I verify that a Fi.com charge is legitimate?

Log in to your Fisher Investments client portal or review your most recent mailed statement and look for advisory-fee entries on or near the date of the Fi.com charge. Check that the amount aligns with your agreed-upon fee rate and billing cycle. If you still have questions, call Fisher Investments using the customer service or adviser contact number listed in your official account paperwork or on fisherinvestments.com, not from third‑party websites or unsolicited messages.

How are Fisher Investments fees typically billed?

Fisher Investments generally charges an ongoing asset-based management fee rather than commissions on individual trades. Fees are often assessed based on the value of your portfolio at specific intervals (for example, quarterly) and then debited directly from your linked investment or custody account. The associated debit may appear on your bank or card statement with a descriptor referencing Fisher Investments or Fi.com.

How do I change, pause, or terminate my advisory relationship to stop future Fi.com charges?

To change or terminate your relationship with Fisher Investments, contact your dedicated investment counselor or the firm’s client services department and request instructions for amending or cancelling your investment advisory agreement. They will explain the required notice period, how fees are prorated, and when billing will stop. Be sure to obtain written confirmation (email or letter) that the relationship and associated billing have been terminated.

How can I request a fee review or refund from Fisher Investments?

If you believe a Fi.com charge is incorrect—such as an unexpected amount or overlapping billing period—contact Fisher Investments client services or your investment counselor as soon as possible. Provide the transaction date, amount, and a copy or screenshot of your statement. They can compare the charge to your account records, correct any errors, and, where appropriate, issue adjustments or credits.

What should I do if I don’t have an account with Fisher Investments but see a Fi.com charge?

If you do not recognize Fisher Investments and have never opened an account, contact your bank or card issuer immediately to report the charge as unauthorized and request a card replacement if necessary. At the same time, you may reach out to Fisher Investments’ published contact number to see if any account was opened in your name, which can help identify possible identity theft.

How can I contact Fisher Investments about a billing or Fi.com charge question?

Use the official contact details listed on fisherinvestments.com, such as the main customer service phone number or secure contact forms, or call the number provided in your account welcome kit or advisory agreement. Avoid using contact information from unsolicited emails, texts, or unofficial sites. When you call, have your account number, recent statement, and the exact Fi.com transaction details ready so the representative can quickly look up your billing record.

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