Fischer Investment Strategies, LLC

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Client assets under management

$250,075,022

Clients

418

21% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

139

Very High

Average account size

$598,266

About

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).

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Passive / index investing Options & derivatives strategies

Fee options

Fixed

Flat fees for financial planning and consulting generally range from $500 to $10,000

Percentage

$0+: Up to 1.50% annually (maximum annual fee) N/A - N/A: Retirement plan consulting fees range from $750 to $10,000, billed quarterly in arrears

Project-based

$350 per hour for financial planning and consulting services

Other

Account minimum: $100,000 Minimum fee: Generally charge a minimum fee of $500 for written financial plans Fee-only: Financial planning and consulting charged on hourly or flat fee basis; hourly rates $350, flat fees $500 to $10,000

Main office location

Fischer Investment Strategies, LLC

920 Hampshire Road, Suite A 2

Westlake Village CA 91361-6039, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Idaho · Montana · New York · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 805-418-7686

Advisors at this firm

Dean J

Series 65

Westlake Village, CA

Fischer Investment Strategies, LLC

Dean Julian is a financial advisor with Fischer Investment Strategies, LLC in Westlake Village, CA. He holds a Series 65 designation and has eight years of industry experience. Prior to his current role, he worked from 2001 to 2017 in an unspecified capacity. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing global diversification through passive mutual funds, ETFs, and laddered bond portfolios.

Passive / index investing Options & derivatives strategies

Theodore F

CFP®, Series 63

Westlake Village, CA

Fischer Investment Strategies, LLC

Theodore Fischer is a CFP® with 21 years of industry experience and has been with Fischer Investment Strategies, LLC since 2011. He is based in Westlake Village, CA, and holds a Series 63 license. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm manages approximately $251.9 million in assets and employs a long-term, globally diversified investment approach rooted in Modern Portfolio Theory.

Passive / index investing Options & derivatives strategies

Jessica A

Series 65

Westlake Village, CA

Fischer Investment Strategies, LLC

Jessica Ash is a financial advisor at Fischer Investment Strategies, LLC with two years of industry experience. She holds a Series 65 designation and has been with Fischer Investment Strategies since 2023. In addition to her advisory role, she has worked at Logan Health since 2015. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds, ETFs, and customized bond portfolios.

Passive / index investing Options & derivatives strategies

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