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Consumer Staples Portfolio Class Ticker Fidelity Advisor Consumer

Consumer Staples Portfolio Class Ticker Fidelity Advisor Consumer 2025

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The document is a prospectus for the Fidelity Advisor Consumer Staples Fund Institutional Class, effective April 29, 2014. It outlines the fund's investment objectives, strategies, risks, fees, and shareholder information. The fund primarily seeks capital appreciation by investing at least 80% of its assets in consumer staples companies. It details eligibility for purchasing shares, management fees, performance history, and policies regarding excessive trading and redemption fees. The document emphasizes the importance of understanding potential tax consequences and provides contact information for further inquiries.

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Click ‘Get Form’ to open the Consumer Staples Portfolio Class Ticker Fidelity Advisor Consumer document in the editor.
Begin by reviewing the 'Fund Summary' section, which outlines the investment objective and fee table. This will help you understand the costs associated with your investment.
Navigate to the 'Shareholder Information' section. Here, you will find details on how to buy shares, including eligibility requirements for Institutional Class shares.
Fill in your personal information as required in the designated fields. Ensure accuracy to avoid any issues with your investment.
Review the 'Tax Consequences' section carefully. This will inform you about potential tax implications related to your investments.
Once all sections are completed, utilize our platform's features to save or print your filled document for your records.

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How do Fidelity Advisors get paid?

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.

Does Fidelity charge an advisory fee?

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.

How much do Fidelity advisors charge?

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%.

Are Fidelity advisors fee based or fee only?

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.

Does Fidelity have a consumer staples fund?

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.

Does Fidelity have fiduciary advisors?

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.

How many advisors does Fidelity have?

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.

Should I hire a Fidelity advisor?

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.

Consumer Staples Portfolio Class Ticker Fidelity Advisor Consumer 2025

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