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We believe that part of earning your trust is being transparent about how our representatives are paid. All Fidelity representatives receive base pay based on their experience and role. Base pay may be adjusted periodically to reflect changes in cost of labor, role, responsibilities, and other factors.
To help manage your plan and keep you on track, your advisor can: Proactively offer investing and planning advice. Connect you with specialists who can provide tailored guidance on topics like estate planning and insurance. Help you leverage our advanced planning tools.
Fidelity Advisory Services Team is available through Fidelity Wealth Services, which is an investment advisory service that provides nondiscretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee.
A convertible security is a securityusually a bond or a preferred stockthat can be converted into a different securitytypically shares of the companys common stock.
The Fidelity Account provides a low cost way to invest in a wide variety of securities: A broad range of investment choices, including stocks, ETFs, bonds, options, and over 10,000 funds from Fidelity other companies.
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Investments of more than $250,000 range from advisory fees of 0.5% to 1.5% per year. All accounts include access to a dedicated financial advisor. Separately Managed Accounts The minimum investment amount is $100,000. Advisory fees range from 0.2% to 1.5%.
Investments of more than $250,000 range from advisory fees of 0.5% to 1.5% per year. All accounts include access to a dedicated financial advisor. Separately Managed Accounts The minimum investment amount is $100,000. Advisory fees range from 0.2% to 1.5%.
The firm has over 1,200 offices throughout the country and more than 9,000 advisors on staff. The bottom line: Fidelity Personal and Workplace Advisors, the wealth management arm of Fidelity, offers a range of portfolio management options for all levels of investors.

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