You Have Questions? We Have Answers.
Who is LPL Financial?
LPL Financial is the largest independent broker/dealer in the nation.* By partnering with LPL Financial, our company has access to their cutting-edge technology, resources, and research, which allows us to better serve our clients. For more information about LPL Financial, visit www.lpl.com
Who is Private Advisor Group?
Private Advisor Group is one of the leading Registered Investment Advisors (RIA) in the nation and has been ranked by Barron as a top 100 RIA firm since 2020.** Our firm has aligned with Private Advisor Group to offer investment advisory services, as well as to add an extra layer of compliance to protect our clients. Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither THE FIRM nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
What will Fisher Financial Services do for me?
We will help you establish a financial plan that is as unique as you are, because we believe that a good plan can serve as a useful roadmap for monitoring and pursuing your financial goals. We provide our clients with comprehensive financial strategies and solutions; not just financial products. Our energies are focused on educating and encouraging you to make informed financial decisions for your family. Whether your goal is to retire, to fund your children’s education, or to better position your financial assets, we have the ability and the specialized professional network partners to help you pursue your personal and financial goals.
I am just starting to save; do I need a Financial Advisor?
We believe everyone can benefit from having a conversation with a financial advisor. If you have financial goals, you should have a plan in place. The best way to determine your needs is to take advantage of our initial financial review meeting.
Is there an account minimum to work with you?
Our account minimum is $1,000. Though we do have a minimum in place, we still look to build relationships with anyone who needs to have a conversation with a financial advisor. Our services go beyond the scope of just investments and account minimums.
What will my relationship with Fisher Financial Services look like?
Fisher Financial Services will continually work with you and coordinate your efforts with ours to work towards your financial goals as they change. We expect to meet our Advisory Clients annually for a financial review but we do not limit the number of conversations that we have with our clients as needed.
What is Account View?
Account View is an online platform offered by LPL Financial for the benefit of our clients, to access their accounts. The platform will enable you to securely view the status of your investment portfolio and stay up to date with your investment performance 24/7.
What is WealthVision?
WealthVision is LPL’s proprietary online financial planning tool powered by eMoney – one of the most widely used financial planning software packages in the industry. With WealthVision, you can organize your finances and your life with account aggregation, vault access, and alerts. WealthVision allows us to provide detailed reports to our clients and interactive tools to help our clients understand the future financial impact of their financial decisions. WealthVision can be accessed through Account View.
What do your services cost?
We do not charge a fee for an initial consultation and to make recommendations for you to consider. Depending on your investment objectives and your investable assets, we provide fee based and/or commission-based investment products and services. The annual fee for managing investment Advisory Accounts, will be discussed with you before establishing each account. We are compensated by commissions for Insurance & Non-Advisory Investments. We also charge a fee for tax preparation and tax planning.*
What are the basic services you provide?
Financial Planning
Investment Planning
Insurance Planning
Tax Preparation and Tax Planning.*