One Day In July |
Fisher Investments |
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Low advisory fees (see pages 5 and 6 here on Fisher's securities disclosure). | See our fees here |
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Focuses investments on low-cost index funds | ||
No call centers | ||
Clients can easily meet with Advisor in person | ||
Convenience of local offices | ||
Firm generally does not practice stock picking | ||
Firm acts as a fiduciary to clients | ||
Firm does not sell annuities | ||
Financial planning available to clients |
From time to time, One Day In July refers complex financial planning cases to a third-party financial planner. Find more information on our Financial Planning services here.
"Fisher Investments" is a registered trademark of Fisher Asset Management LLC.
Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.