Fischer Investment Strategies provides wealth management and also financial planning services for a wide range of customers, including individuals, family members, and local business in southern California and throughout the U.S. from our office in Westlake Town.
As fee-only, fiduciaries we do decline any kind of costs or compensation based on product sales (compensations). Our fee is entirely clear and also billed straight to the client either on a per hour basis, flat fee or on a percent of investment possessions under administration.
Our objective for every customer is easy: to supply the highest possible expected price of return, with the least amount of risk based upon the customer's situation, utilizing a low-cost, globally-diversified as well as tax-efficient portfolio.