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R* 10 plans health savings accounts or plans investing through the Fidelity Advisor 403 b program 2. Insurance company separate accounts 3. Broker dealer registered invest ment adviser insurance company trust institution and bank trust de partment managed account programs that charge an asset based fee AIREI 14 01 1. 855554. 109 4. Current or former Trustees or offi cers of a Fidelity fund or current or retired officers directors or regular employees of FMR LLC or FIL Limit ed or their direc ...

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Are Fidelity advisors fiduciaries or not?

When we act as an investment adviser, we are considered to have a fiduciary relationship with you and are held to legal standards under applicable federal and state securities laws.

Does Fidelity have share classes?

Hedged share classes are also available for some Fidelity funds. These share classes utilise forward foreign exchange contracts to hedge undesired currency risk.

How do I know if my investment advisor is a fiduciary?

Another way to ensure your advisor is a fiduciary is to work with a certified financial planner a highly trained specialist with docHub financial education and experience. The CFP code of ethics states that all CFPs must act as a fiduciary, and therefore, act in the best interest of the client.

Does Fidelity have a REIT index fund?

FSRNX - Fidelity Real Estate Index Fund | Fidelity Investments.

Are Fidelity representatives fiduciaries?

When we act as an investment adviser, we are considered to have a fiduciary relationship with you and are held to legal standards under applicable federal and state securities laws.

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