Frequent themes include commentary on staff professionalism, the responsiveness of advisors, and quality of investment planning. Positive feedback often highlights regular portfolio reviews, the provision of educational seminars, and a personalized approach compared to larger institutions. Critiques point out issues like aggressive marketing, missed communication commitments, and concerns over cost structure versus value.
Overall, Fisher Investments is recognized for its impact in Texas, particularly in Dallas and Fort Worth, with some customers reporting superior returns and individualized attention. However, concerns about service consistency and aggressive outreach temper the positive remarks, resulting in a reputation that varies significantly depending on client experience.