A complete list of active advisors currently associated with Fischer Investment Strategies, LLC

Warmer can help you find a great advisor at Fischer Investment Strategies, LLC or one who fits your needs even better.

Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals (including high-net-worth clients), trusts, estates, and pension plans. The firm reports approximately $251.9 million in assets under management on a discretionary basis and serves about 418 clients, and it generally charges percentage-of-AUM fees for its asset management services. The firm’s investment approach is rooted in Modern Portfolio Theory and long-term, buy-and-hold strategies, emphasizing global diversification through passively managed mutual funds, ETFs, and customized laddered bond portfolios; it typically favors investment-grade fixed income and monitors bond ratings. Portfolios are reviewed at least quarterly and the firm may use third-party sub-advisors for implementation, will include options at a client’s request, and focuses on minimizing turnover and transaction costs. Noteworthy distinctions include a recent disclosure that employees are compensated by the firm for client referrals, a practice the firm says is mitigated by fiduciary obligations and policies, and the firm’s explicit role as a fiduciary to ERISA retirement-plan clients (acknowledging 3(21) or 3(38) designations) when engaged for retirement plan consulting. The firm’s financial planning scope extends beyond typical personal planning to services such as cost segregation studies, corporate-structure and tax-related consulting, and it does not vote client proxies (clients receive proxy materials directly from custodians).

To learn more about the advisors currently working at Fischer Investment Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jessica Ash	Westlake Village, CA	3
Theodore Fischer	Westlake Village, CA	22
Dean Julian	Westlake Village, CA	8
Lisa Spradling	Westlake Village, CA	0

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