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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.
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.
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.
Overall Rating Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 593 funds within its Morningstar Category.
As a Fidelity Wealth Management client, youll have access to an advisor who can help you plan, invest, and tackle important financial decisions as your life evolves. It all starts with a conversation. Already working 1on1 with us?
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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.
Fidelity Wealth Services (FWS) offers three service levels: Fidelity Advisory Services Team, Fidelity Wealth Management, and Fidelity Private Wealth Management. Each level has its own fees, features, and eligibility requirements. Minimum investment to enroll is $50,000.
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%.

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