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Fidelity Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee.
Fidelity Personalized Planning Advice: Charges an annual fee of 0.50% and has an account minimum of $25,000. Fidelity Wealth Services: Charges an annual account fee ranging from 0.50% to 1.50% and a $250,000 account minimum.
With no account fees and no minimums to open a retail brokerage account, including IRAs. Get detailed pricing and learn more about how we compare to others on service, security, and more . account.
How much do I pay for Fidelity Personalized Planning Advice? With your Personalized Planning Advice relationship, youll pay a 0.5% advisory fee on the money we manage for you.
Fidelity Personalized Planning Advice: Charges an annual fee of 0.50% and has an account minimum of $25,000. Fidelity Wealth Services: Charges an annual account fee ranging from 0.50% to 1.50% and a $250,000 account minimum.
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People also ask

Fidelitys Planning and Guidance center allows you to create and monitor multiple independent financial goals. While there is no fee to generate a plan, expenses charged by your investments and other fees associated with trading or transacting in your account would still apply.
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.
Lets break it all downno nonsense. Step 1: Figure out what youre investing for. Step 2: Choose an account type. Step 3: Open the account and put money in it. Step 4: Pick investments. Step 5: Buy the investments. Step 6: Relax (but also keep tabs on your investments)

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