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May 17, 2006 3:14 pm

Anyone have info on his returns?

May 17, 2006 4:08 pm

[quote=frumhere]Anyone have info on his returns?[/quote]

Nope, but I do have info on the amazingly cheesy mailings he does 

May 19, 2006 4:43 pm

I did an analysis of his 4 funds quite awhile ago, which if I recall correctly are a domestic small cap equity, International equity, Global Equity and I can’t remember the last one.  All in all his returns were decent but not amazing…there are many other asset managers with better records out there.  Good marketing though.  He generally charges 1.25% and clients have to pay discount brokerage commissions on all trades.

May 21, 2006 4:39 pm

[quote=frumhere]Anyone have info on his returns?[/quote]

Has a serious following out here. Seen a few statements and, as far as I can tell, the performance is average to mediocre (before management fees) and the turnover is so huge that the after-tax returns are pretty bad.

The pitch is that the client is getting a truly customized experience, but the reality is that the asset allocations are very much the same.

Marketing is, I agree, a little cheesy, but the seminars are first rate (went in undercover a while back - "Heeelllooo, my name is Mr. Gotrocks and I am considering either investing with Gooolllddman Saaachs or yoooourr firm. What would be the best way for me to learn more about your prooocess?).

Sales force (and that's what they are) are basically a bunch of kids out of college or people who couldn't get into a wirehouse.

May 21, 2006 7:29 pm

San Fran,

I don't think there sales force is young kids, here's an ad I have a friend who has CFP 7 years experience and does 500K a year they turned him down:

Minimum five years of professional individual financial sales success<?:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /> Minimum $10 million new AUM or $400k gross production per year average over the past 5 years Consistent six-figure W-2 history Clean U4 and CRD Phenomenal communication skills Self-motivated and self-disciplined Dynamic and extroverted sales presence Highly competitive and goal-oriented

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May 21, 2006 10:54 pm


I don't think there sales force is young kids, here's an ad I have a friend who has CFP 7 years experience and does 500K a year they turned him down:


I has been a couple of years since I last took a real look at Fisher, but there were several guys that were looking to move out of there that I spoke when they were applying at my firm in 2003. This was my impression of them. Largely they complained of poor portfolio performance, lack of a planning approach and a somewhat sleazy atmosphere.

It's certainly possible that they have developed better people since that time or that the people with whom I was speaking were the bottom of the barrel.

I have to admit that at the time of the great meltdown (2001-2003), they were very present around here and I was very inclined to have a negative impression of them, as they were my competition and I was just starting to build a book. That having been said, Ken Fisher just seems like a sleazeball... I'm suspicious of someone who markets that aggressively and who refuses to put performance data on any hard copy marketing material....

What ever happened to them anyway? Their marketing was everywhere a few years ago - EVERYWHERE! Were they so successful that they didn't need to cold market anymore?

May 22, 2006 12:41 am

I still see it alot.