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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.
Fidelity Go offers tiered pricing based on your account balance. Youll pay no advisory fee for a balance under $25,000, or 0.35% per year for any balances of $25,000 and over. Either way, there are no trading fees, transaction fees, or rebalancing fees.
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%.
For Fidelity Wealth Services, the company charges a gross advisory fee that covers the cost of access to Fidelity representatives, financial planning services and ongoing portfolio management, as well as expenses associated with brokerage, clearing and custody services.
Fidelity Select Consumer Staples Portfolio is a sector-based, equity-focused strategy that seeks to outperform its benchmark through active management. Our core philosophy is that stock prices follow earnings and returns over the long term.
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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.
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.
Key takeaways. Investors who work with an advisor are generally more confident about docHubing their goals. Industry studies estimate that professional financial advice can add between 1.5% and 4% to portfolio returns over the long term, depending on the time period and how returns are calculated.

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