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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.
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.
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.
Investment Professional Services 800-522-7297 888-321-7349* 8:30 a.m‐7:00 p.m. *Important Note: Unsolicited faxes will not be accepted. Please speak with a Fidelity Advisor Representative prior to faxing any forms or documentation.

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What about fees? Theres no cost to set up a meeting and talk to us. Any fees you pay at Fidelity are solely dependent on the products and services that you choose. We can disclose all fees based on your choices during consultation.
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.
Fidelity Personalized Planning and Advices benefits include: Inexpensive access to financial advice. Given that the typical benchmark for financial advisors is 1% annually, Fidelitys 0.50% fee is a good deal.

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