How much does a Fidelity Financial Advisor cost?

Fees Under Fidelity

What do Fidelity Advisors do?

Your advisor can work with you to assess your investment options, helping you choose those that are most appropriate for your priorities and tolerance for risk. We can provide: A holistic approach to allocating your assets, including all money managed by Fidelity and other firms.

Are Fidelity Advisors free?

Fidelity® Personalized Planning & Advice is an advisory service offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. These advisory services are provided for a fee.

What is a good rate of return from a financial advisor?

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.

How Does Fidelity make money with no fees?

Fidelity charges no commissions for online equity, ETF or OTCBB trades. There is no per-leg commission on options trades. Per-contract commissions are $0.65. Margin interest rates are average compared to the rest of the industry.

How do Fidelity Advisors make money?

The firms, known as registered investment advisers, are typically paid by clients with fees tied to the growth or contraction of client assets, and not to specific products. Brokers such as Fidelity and Schwab make hundreds of millions of dollars in fees selling funds that they and others manage.

Do Fidelity Advisors get commission?

Such funds are popular with ordinary investors because they don’t have to pay commissions to buy or sell them, although some advisers say they have higher expenses than funds with commissions. Brokers such as Fidelity and Schwab make hundreds of millions of dollars in fees selling funds that they and others manage.

What does it mean to be a Fidelity advisor?

Digital investment management, plus digitally led planning and access to financial advice during 1-on-1 calls with Fidelity advisors Comprehensive planning, advice, and investment management, delivered by your own wealth management team and led by your Fidelity advisor

What can the fidelity investor center do for You?

Responsible for leading Fidelity’s local Investor Center, offering financial and investment guidance to our customers including one-on-one retirement planning, wealth management, income strategies, and college planning services, as well as integrated employee benefits solutions. We can help you save for the things that are most important to you.

What does fidelity mean by the planning effect?

We call that The Planning Effect. To help you create a plan and investment strategy on your terms, we offer a range of options. Digital investment management, plus digitally led planning and access to financial advice during 1-on-1 calls with Fidelity advisors

Where to get help with a fidelity account?

Already have a dedicated Fidelity advisor? Need help with an existing account? Please call us at 800-544-6666.