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portfolios:",[1110],{"type":38},{"text":1112,"type":22}," Investments typically include a mix of stocks, bonds, ETFs, and mutual funds to balance growth and risk.",{"type":786,"content":1114},[1115],{"type":18,"attrs":1116,"content":1117},{"textAlign":34},[1118,1122],{"text":1119,"type":22,"marks":1120},"Active and passive strategies:",[1121],{"type":38},{"text":1123,"type":22}," Fidelity combines index investing with actively managed funds where appropriate.",{"type":786,"content":1125},[1126],{"type":18,"attrs":1127,"content":1128},{"textAlign":34},[1129,1132],{"text":1034,"type":22,"marks":1130},[1131],{"type":38},{"text":1133,"type":22}," Strategies such as tax-loss harvesting, direct indexing, and SMAs help improve after-tax returns.",{"type":786,"content":1135},[1136],{"type":18,"attrs":1137,"content":1138},{"textAlign":34},[1139,1143],{"text":1140,"type":22,"marks":1141},"Tiered management approach:",[1142],{"type":38},{"text":1144,"type":22}," Clients can choose automated investing (Fidelity Go) or advisor-led portfolio management depending on account size and complexity.","Investing strategy",{"_uid":1147,"text":1148,"title":1223,"component":1084},"11533f89-4d1c-4245-9078-4130f3037974",{"type":15,"content":1149},[1150],{"type":783,"content":1151},[1152,1163,1174,1185,1195,1206],{"type":786,"content":1153},[1154],{"type":18,"attrs":1155,"content":1156},{"textAlign":34},[1157,1161],{"text":1158,"type":22,"marks":1159},"Integrated planning and management:",[1160],{"type":38},{"text":1162,"type":22}," Combines financial planning with discretionary portfolio management.",{"type":786,"content":1164},[1165],{"type":18,"attrs":1166,"content":1167},{"textAlign":34},[1168,1172],{"text":1169,"type":22,"marks":1170},"Tiered service levels:",[1171],{"type":38},{"text":1173,"type":22}," Advisor access scales across Advisory Services, Wealth Management, and Private Wealth Management based on assets.",{"type":786,"content":1175},[1176],{"type":18,"attrs":1177,"content":1178},{"textAlign":34},[1179,1183],{"text":1180,"type":22,"marks":1181},"Transparent fees:",[1182],{"type":38},{"text":1184,"type":22}," Clearly disclosed fee schedule with breakpoints and credits that may reduce costs.",{"type":786,"content":1186},[1187],{"type":18,"attrs":1188,"content":1189},{"textAlign":34},[1190,1193],{"text":1034,"type":22,"marks":1191},[1192],{"type":38},{"text":1194,"type":22}," Access to tax-smart strategies, SMAs, and direct indexing with tax-loss harvesting.",{"type":786,"content":1196},[1197],{"type":18,"attrs":1198,"content":1199},{"textAlign":34},[1200,1204],{"text":1201,"type":22,"marks":1202},"Flexible support:",[1203],{"type":38},{"text":1205,"type":22}," Clients can connect online, via the mobile app, phone, or in person.",{"type":786,"content":1207},[1208],{"type":18,"attrs":1209,"content":1210},{"textAlign":34},[1211,1215,1217,1221],{"text":1212,"type":22,"marks":1213},"Low entry option:",[1214],{"type":38},{"text":1216,"type":22}," Fidelity Go offers automated investing with a ",{"text":1218,"type":22,"marks":1219},"$10 minimum",[1220],{"type":38},{"text":1222,"type":22},", suitable for beginners.","Pros",{"_uid":1225,"text":1226,"title":1341,"component":1084},"d835f34e-5382-47fd-9178-4966ae1508e1",{"type":15,"content":1227},[1228],{"type":783,"content":1229},[1230,1246,1279,1295,1311],{"type":786,"content":1231},[1232],{"type":18,"attrs":1233,"content":1234},{"textAlign":34},[1235,1241],{"text":1236,"type":22,"marks":1237},"High minimum for some services: ",[1238,1240],{"type":129,"attrs":1239},{"color":773},{"type":38},{"text":1242,"type":22,"marks":1243},"You need at least $50,000 to start, $500,000 for a dedicated advisor, and $2 million or more for Private Wealth Management.",[1244],{"type":129,"attrs":1245},{"color":773},{"type":786,"content":1247},[1248],{"type":18,"attrs":1249,"content":1250},{"textAlign":34},[1251,1257,1262,1274],{"text":1252,"type":22,"marks":1253},"Extra costs: ",[1254,1256],{"type":129,"attrs":1255},{"color":773},{"type":38},{"text":1258,"type":22,"marks":1259},"In addition to advisory fees, you pay fund and exchange-traded fund (ETF) expenses, and some specialized portfolios, such as SMA sleeves, can add another ",[1260],{"type":129,"attrs":1261},{"color":773},{"text":1263,"type":22,"marks":1264},"0.35%–0.4% ",[1265,1269,1272],{"type":31,"attrs":1266},{"href":1267,"uuid":1268,"anchor":34,"target":1268,"linktype":36},"https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/FWS-program-fundamentals.pdf","null",{"type":129,"attrs":1270},{"color":1271},"#0000FF",{"type":1273},"underline",{"text":1275,"type":22,"marks":1276},"per 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taxes.",[1309],{"type":129,"attrs":1310},{"color":773},{"type":786,"content":1312},[1313],{"type":18,"attrs":1314,"content":1315},{"textAlign":34},[1316,1322,1327,1336],{"text":1317,"type":22,"marks":1318},"Limited personalization for digital services:",[1319,1321],{"type":129,"attrs":1320},{"color":773},{"type":38},{"text":1323,"type":22,"marks":1324}," Fidelity Go has no human advisor support and offers only standardized portfolios, while Fidelity Managed FidFolios requires a ",[1325],{"type":129,"attrs":1326},{"color":773},{"text":1328,"type":22,"marks":1329},"$5,000",[1330,1333,1335],{"type":31,"attrs":1331},{"href":1332,"uuid":1268,"anchor":34,"target":1268,"linktype":36},"https://digital.fidelity.com/prgw/digital/msw/overview/a",{"type":129,"attrs":1334},{"color":1271},{"type":1273},{"text":1337,"type":22,"marks":1338}," minimum and charges a higher 0.4% fee compared to Fidelity Go. It allows only limited customization and excludes a small number of companies.",[1339],{"type":129,"attrs":1340},{"color":773},"Cons",{"_uid":1343,"text":1344,"title":1381,"component":1084},"ae9287e2-c2f5-4e42-9ffc-8935b2139387",{"type":15,"content":1345},[1346],{"type":783,"content":1347},[1348,1359,1370],{"type":786,"content":1349},[1350],{"type":18,"attrs":1351,"content":1352},{"textAlign":34},[1353,1357],{"text":1354,"type":22,"marks":1355},"Best for:",[1356],{"type":38},{"text":1358,"type":22}," Investors who want ongoing advisor support and a long-term financial plan",{"type":786,"content":1360},[1361],{"type":18,"attrs":1362,"content":1363},{"textAlign":34},[1364,1368],{"text":1365,"type":22,"marks":1366},"Value for cost:",[1367],{"type":38},{"text":1369,"type":22}," Fees are higher than robo-advisors but typical for advisor-led services",{"type":786,"content":1371},[1372],{"type":18,"attrs":1373,"content":1374},{"textAlign":34},[1375,1379],{"text":1376,"type":22,"marks":1377},"Considerations:",[1378],{"type":38},{"text":1380,"type":22}," Minimums vary by advisor availability, and fees decline with higher balances","Who is Fidelity Financial best for?",{"id":1383,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1384,"copyright":12,"fieldtype":1385,"meta_data":1386,"is_external_url":543},106320690886745,"https://a.storyblok.com/f/185166/1029x1029/4cdcc9bb87/fidelity-financial-advisor.jpg","asset",{},"Fidelity financial advisor","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","company-summary-box","Not sure if Fidelity Financial suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1392,"data":1393,"component":882},"492f8b10-f33d-4f58-9814-0c651c8d871d",{"type":15,"content":1394},[1395,1403,1411,1419,1428,1542,1550,1644,1649,1654,1659,1664,1669,1718,1723,1728,1733,1779,1784,1789,1794,1800],{"type":764,"attrs":1396,"content":1397},{"level":766,"textAlign":34},[1398],{"text":1399,"type":22,"marks":1400},"What are the pros and cons of Fidelity financial advisor?",[1401],{"type":129,"attrs":1402},{"color":773},{"type":18,"attrs":1404,"content":1405},{"textAlign":34},[1406],{"text":1407,"type":22,"marks":1408},"Fidelity financial advisor combines digital and human-led solutions, with key advantages including accessibility, transparency, and a range of services.",[1409],{"type":129,"attrs":1410},{"color":773},{"type":18,"attrs":1412,"content":1413},{"textAlign":34},[1414],{"text":1415,"type":22,"marks":1416},"However, there are also limitations in terms of cost, complexity, and eligibility requirements.",[1417],{"type":129,"attrs":1418},{"color":773},{"type":764,"attrs":1420,"content":1422},{"level":1421,"textAlign":34},3,[1423],{"text":1424,"type":22,"marks":1425},"The pros of Fidelity financial advisor:",[1426],{"type":129,"attrs":1427},{"color":773},{"type":783,"content":1429},[1430,1446,1462,1478,1494,1510,1526],{"type":786,"content":1431},[1432],{"type":18,"attrs":1433,"content":1434},{"textAlign":34},[1435,1441],{"text":1436,"type":22,"marks":1437},"Planning and portfolio management:",[1438,1440],{"type":129,"attrs":1439},{"color":773},{"type":38},{"text":1442,"type":22,"marks":1443}," The advisory firm’s tiers integrate financial planning with discretionary investment management, giving clients strategic guidance and execution in one program.",[1444],{"type":129,"attrs":1445},{"color":773},{"type":786,"content":1447},[1448],{"type":18,"attrs":1449,"content":1450},{"textAlign":34},[1451,1457],{"text":1452,"type":22,"marks":1453},"Service levels tailored to asset size:",[1454,1456],{"type":129,"attrs":1455},{"color":773},{"type":38},{"text":1458,"type":22,"marks":1459}," Fidelity offers three main advisor-led options. These are the advisory services team, Wealth Management, and Private Wealth Management, which scale advisor access according to the complexity of a portfolio.",[1460],{"type":129,"attrs":1461},{"color":773},{"type":786,"content":1463},[1464],{"type":18,"attrs":1465,"content":1466},{"textAlign":34},[1467,1473],{"text":1468,"type":22,"marks":1469},"Transparent fee structure:",[1470,1472],{"type":129,"attrs":1471},{"color":773},{"type":38},{"text":1474,"type":22,"marks":1475}," The fee schedule is clearly disclosed, with breakpoints and credit amounts available to reduce fees. ",[1476],{"type":129,"attrs":1477},{"color":773},{"type":786,"content":1479},[1480],{"type":18,"attrs":1481,"content":1482},{"textAlign":34},[1483,1489],{"text":1484,"type":22,"marks":1485},"Access to tax-efficient strategies:",[1486,1488],{"type":129,"attrs":1487},{"color":773},{"type":38},{"text":1490,"type":22,"marks":1491}," Clients can access tax-smart strategies and separately managed account (SMA) sleeves, providing more personalized and potentially tax-efficient portfolios.",[1492],{"type":129,"attrs":1493},{"color":773},{"type":786,"content":1495},[1496],{"type":18,"attrs":1497,"content":1498},{"textAlign":34},[1499,1505],{"text":1500,"type":22,"marks":1501},"Multiple ways to connect:",[1502,1504],{"type":129,"attrs":1503},{"color":773},{"type":38},{"text":1506,"type":22,"marks":1507}," Clients can get in touch online, via Fidelity’s mobile app, over the phone, or in person at an investor center.",[1508],{"type":129,"attrs":1509},{"color":773},{"type":786,"content":1511},[1512],{"type":18,"attrs":1513,"content":1514},{"textAlign":34},[1515,1521],{"text":1516,"type":22,"marks":1517},"Low entry point for Fidelity Go:",[1518,1520],{"type":129,"attrs":1519},{"color":773},{"type":38},{"text":1522,"type":22,"marks":1523}," Fidelity Go offers a low entry point (only $10) and a simple fee model that includes fund costs, making it ideal for beginner investors.",[1524],{"type":129,"attrs":1525},{"color":773},{"type":786,"content":1527},[1528],{"type":18,"attrs":1529,"content":1530},{"textAlign":34},[1531,1537],{"text":1532,"type":22,"marks":1533},"Direct indexing available:",[1534,1536],{"type":129,"attrs":1535},{"color":773},{"type":38},{"text":1538,"type":22,"marks":1539}," Fidelity Managed FidFolios provides direct indexing, so clients own individual US stocks in their portfolios. It includes tax-loss harvesting and optional advisor access.",[1540],{"type":129,"attrs":1541},{"color":773},{"type":764,"attrs":1543,"content":1544},{"level":1421,"textAlign":34},[1545],{"text":1546,"type":22,"marks":1547},"The cons of Fidelity financial advisor:",[1548],{"type":129,"attrs":1549},{"color":773},{"type":783,"content":1551},[1552,1566,1591,1605,1619],{"type":786,"content":1553},[1554],{"type":18,"attrs":1555,"content":1556},{"textAlign":34},[1557,1562],{"text":1236,"type":22,"marks":1558},[1559,1561],{"type":129,"attrs":1560},{"color":773},{"type":38},{"text":1242,"type":22,"marks":1563},[1564],{"type":129,"attrs":1565},{"color":773},{"type":786,"content":1567},[1568],{"type":18,"attrs":1569,"content":1570},{"textAlign":34},[1571,1576,1580,1587],{"text":1252,"type":22,"marks":1572},[1573,1575],{"type":129,"attrs":1574},{"color":773},{"type":38},{"text":1258,"type":22,"marks":1577},[1578],{"type":129,"attrs":1579},{"color":773},{"text":1263,"type":22,"marks":1581},[1582,1584,1586],{"type":31,"attrs":1583},{"href":1267,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1585},{"color":1271},{"type":1273},{"text":1275,"type":22,"marks":1588},[1589],{"type":129,"attrs":1590},{"color":773},{"type":786,"content":1592},[1593],{"type":18,"attrs":1594,"content":1595},{"textAlign":34},[1596,1601],{"text":1285,"type":22,"marks":1597},[1598,1600],{"type":129,"attrs":1599},{"color":773},{"type":38},{"text":1291,"type":22,"marks":1602},[1603],{"type":129,"attrs":1604},{"color":773},{"type":786,"content":1606},[1607],{"type":18,"attrs":1608,"content":1609},{"textAlign":34},[1610,1615],{"text":1301,"type":22,"marks":1611},[1612,1614],{"type":129,"attrs":1613},{"color":773},{"type":38},{"text":1307,"type":22,"marks":1616},[1617],{"type":129,"attrs":1618},{"color":773},{"type":786,"content":1620},[1621],{"type":18,"attrs":1622,"content":1623},{"textAlign":34},[1624,1629,1633,1640],{"text":1317,"type":22,"marks":1625},[1626,1628],{"type":129,"attrs":1627},{"color":773},{"type":38},{"text":1323,"type":22,"marks":1630},[1631],{"type":129,"attrs":1632},{"color":773},{"text":1328,"type":22,"marks":1634},[1635,1637,1639],{"type":31,"attrs":1636},{"href":1332,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1638},{"color":1271},{"type":1273},{"text":1337,"type":22,"marks":1641},[1642],{"type":129,"attrs":1643},{"color":773},{"type":764,"attrs":1645,"content":1646},{"level":766,"textAlign":34},[1647],{"text":1648,"type":22},"Fidelity financial advisor fees: how much does it cost?",{"type":18,"attrs":1650,"content":1651},{"textAlign":34},[1652],{"text":1653,"type":22},"Fidelity’s fees for working with a human financial advisor start at 0.50% to 1.50% annually, depending on the program and account size. The entry-level robo service charges no advisory fee below $25,000, while full-service wealth management comes with higher costs based on assets under management.",{"type":18,"attrs":1655,"content":1656},{"textAlign":34},[1657],{"text":1658,"type":22},"Below is a breakdown of Fidelity’s advisory fees by service level:",{"type":764,"attrs":1660,"content":1661},{"level":1421,"textAlign":34},[1662],{"text":1663,"type":22},"Fidelity Go",{"type":18,"attrs":1665,"content":1666},{"textAlign":34},[1667],{"text":1668,"type":22},"Fidelity Go is Fidelity’s robo-advisor offering, designed for hands-off investors who want automated portfolio management.",{"type":783,"content":1670},[1671,1687,1698,1708],{"type":786,"content":1672},[1673],{"type":18,"attrs":1674,"content":1675},{"textAlign":34},[1676,1679,1681,1685],{"text":950,"type":22,"marks":1677},[1678],{"type":38},{"text":1680,"type":22}," $0 for balances under $25,000; ",{"text":1682,"type":22,"marks":1683},"0.35% annually",[1684],{"type":38},{"text":1686,"type":22}," for accounts above that threshold",{"type":786,"content":1688},[1689],{"type":18,"attrs":1690,"content":1691},{"textAlign":34},[1692,1696],{"text":1693,"type":22,"marks":1694},"Portfolio costs:",[1695],{"type":38},{"text":1697,"type":22}," $0 expense ratios using Fidelity Flex mutual funds",{"type":786,"content":1699},[1700],{"type":18,"attrs":1701,"content":1702},{"textAlign":34},[1703,1706],{"text":1354,"type":22,"marks":1704},[1705],{"type":38},{"text":1707,"type":22}," Beginners and hands-off investors who want automated investing without paying high fees",{"type":786,"content":1709},[1710],{"type":18,"attrs":1711,"content":1712},{"textAlign":34},[1713,1716],{"text":1376,"type":22,"marks":1714},[1715],{"type":38},{"text":1717,"type":22}," Offers digital guidance only — no dedicated financial advisor",{"type":18,"attrs":1719,"content":1720},{"textAlign":34},[1721],{"text":1722,"type":22},"This pricing is competitive compared to other robo-advisors, especially since portfolio fund costs are eliminated. However, it lacks personalized financial planning, so it may not suit investors with more complex needs.",{"type":764,"attrs":1724,"content":1725},{"level":1421,"textAlign":34},[1726],{"text":1727,"type":22},"Fidelity Managed FidFolios®",{"type":18,"attrs":1729,"content":1730},{"textAlign":34},[1731],{"text":1732,"type":22},"Managed FidFolios is a step up from basic automated investing, offering direct indexing to potentially improve tax efficiency.",{"type":783,"content":1734},[1735,1749,1759,1769],{"type":786,"content":1736},[1737],{"type":18,"attrs":1738,"content":1739},{"textAlign":34},[1740,1743,1745],{"text":950,"type":22,"marks":1741},[1742],{"type":38},{"text":1744,"type":22}," ",{"text":1746,"type":22,"marks":1747},"0.40% annually",[1748],{"type":38},{"type":786,"content":1750},[1751],{"type":18,"attrs":1752,"content":1753},{"textAlign":34},[1754,1757],{"text":1365,"type":22,"marks":1755},[1756],{"type":38},{"text":1758,"type":22}," Includes automated tax-loss harvesting and customizable portfolios",{"type":786,"content":1760},[1761],{"type":18,"attrs":1762,"content":1763},{"textAlign":34},[1764,1767],{"text":1354,"type":22,"marks":1765},[1766],{"type":38},{"text":1768,"type":22}," Taxable accounts over $50,000 where direct indexing may outperform ETFs",{"type":786,"content":1770},[1771],{"type":18,"attrs":1772,"content":1773},{"textAlign":34},[1774,1777],{"text":1376,"type":22,"marks":1775},[1776],{"type":38},{"text":1778,"type":22}," Limited advisor interaction and best suited for tax-focused investors",{"type":18,"attrs":1780,"content":1781},{"textAlign":34},[1782],{"text":1783,"type":22},"For investors who want tax efficiency without hiring a full-service advisor, FidFolios offers good value. However, it may be unnecessary for retirement accounts where tax benefits are limited.",{"type":764,"attrs":1785,"content":1786},{"level":1421,"textAlign":34},[1787],{"text":1788,"type":22},"Fidelity Wealth Management",{"type":18,"attrs":1790,"content":1791},{"textAlign":34},[1792],{"text":1793,"type":22},"Fidelity Wealth Management delivers advisor-led planning and investment management. Fees vary based on service tier, portfolio structure, and account size.",{"type":764,"attrs":1795,"content":1797},{"level":1796,"textAlign":34},4,[1798],{"text":1799,"type":22},"Fidelity Wealth Services (FWS)",{"type":18,"attrs":1801,"content":1802},{"textAlign":34},[1803,1805],{"text":1804,"type":22},"This is Fidelity’s core advisory program with a dedicated advisor and personalized planning.",{"type":1806},"hard_break",{"_uid":1808,"caption":12,"content":1809,"component":1827,"show_search":543,"paste_content":1828,"number_of_rows":1867,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"21c7df56-e14a-44d9-9da2-8874491a3ef4",{"tbody":1810,"thead":1820,"fieldtype":1826},[1811],{"_uid":1812,"body":1813,"component":1819},"2e18c91c-c9db-4c60-818a-0d90403e1728",[1814,1817],{"_uid":1815,"value":12,"component":1816},"6553f5a3-49b1-475d-ae57-68760a8c0fe2","_table_col",{"_uid":1818,"value":12,"component":1816},"06b36771-4c0c-45cb-b9d7-6944cc7aae7d","_table_row",[1821,1824],{"_uid":1822,"value":12,"component":1823},"b97af62d-fc5d-430b-ad4c-fc2d1801ffe9","_table_head",{"_uid":1825,"value":12,"component":1823},"a118ff41-d031-4969-94f6-e67ba7bed1d1","table","article-table",{"type":15,"content":1829},[1830,1835,1840,1845,1850,1855,1860,1865],{"type":18,"attrs":1831,"content":1832},{"textAlign":34},[1833],{"text":1834,"type":22},"Asset tier\tAnnual advisory fee",{"type":18,"attrs":1836,"content":1837},{"textAlign":34},[1838],{"text":1839,"type":22},"First $500,000\t1.50%",{"type":18,"attrs":1841,"content":1842},{"textAlign":34},[1843],{"text":1844,"type":22},"Next $500,000\t1.25%",{"type":18,"attrs":1846,"content":1847},{"textAlign":34},[1848],{"text":1849,"type":22},"Next $500,000\t1.10%",{"type":18,"attrs":1851,"content":1852},{"textAlign":34},[1853],{"text":1854,"type":22},"Next $1 million\t0.90%",{"type":18,"attrs":1856,"content":1857},{"textAlign":34},[1858],{"text":1859,"type":22},"Next $3 million\t0.70%",{"type":18,"attrs":1861,"content":1862},{"textAlign":34},[1863],{"text":1864,"type":22},"Above $5 million\t0.50%",{"type":18,"attrs":1866},{"textAlign":34},"10",{"_uid":1869,"data":1870,"component":882},"274e6b2f-6c32-4752-b5cb-398d8e854842",{"type":15,"content":1871},[1872,1901,1906,1911,1916,1963,1968,1973,1978,2015,2020,2028,2033,2038,2043,2067,2072,2094,2099,2121,2126,2148,2153,2181,2189,2194,2252,2261,2269,2277,2300,2308,2317,2322,2327,2374,2379,2384,2403],{"type":783,"content":1873},[1874,1883,1892],{"type":786,"content":1875},[1876],{"type":18,"attrs":1877,"content":1878},{"textAlign":34},[1879,1882],{"text":1354,"type":22,"marks":1880},[1881],{"type":38},{"text":1358,"type":22},{"type":786,"content":1884},[1885],{"type":18,"attrs":1886,"content":1887},{"textAlign":34},[1888,1891],{"text":1365,"type":22,"marks":1889},[1890],{"type":38},{"text":1369,"type":22},{"type":786,"content":1893},[1894],{"type":18,"attrs":1895,"content":1896},{"textAlign":34},[1897,1900],{"text":1376,"type":22,"marks":1898},[1899],{"type":38},{"text":1380,"type":22},{"type":18,"attrs":1902,"content":1903},{"textAlign":34},[1904],{"text":1905,"type":22},"The program is suitable for clients who want traditional wealth management without paying the premium pricing of private banks or boutique RIAs.",{"type":764,"attrs":1907,"content":1908},{"level":1796,"textAlign":34},[1909],{"text":1910,"type":22},"Fidelity Strategic Disciplines (FSD)",{"type":18,"attrs":1912,"content":1913},{"textAlign":34},[1914],{"text":1915,"type":22},"This program manages portfolios of individual securities through separate accounts.",{"type":783,"content":1917},[1918,1933,1943,1953],{"type":786,"content":1919},[1920],{"type":18,"attrs":1921,"content":1922},{"textAlign":34},[1923,1926,1927,1931],{"text":950,"type":22,"marks":1924},[1925],{"type":38},{"text":1744,"type":22},{"text":1928,"type":22,"marks":1929},"0.20%–1.04%",[1930],{"type":38},{"text":1932,"type":22}," depending on strategy and assets",{"type":786,"content":1934},[1935],{"type":18,"attrs":1936,"content":1937},{"textAlign":34},[1938,1941],{"text":1354,"type":22,"marks":1939},[1940],{"type":38},{"text":1942,"type":22}," High-net-worth investors seeking tax-efficient or customized investment strategies",{"type":786,"content":1944},[1945],{"type":18,"attrs":1946,"content":1947},{"textAlign":34},[1948,1951],{"text":1365,"type":22,"marks":1949},[1950],{"type":38},{"text":1952,"type":22}," Offers access to professional SMAs, often used by sophisticated investors",{"type":786,"content":1954},[1955],{"type":18,"attrs":1956,"content":1957},{"textAlign":34},[1958,1961],{"text":1376,"type":22,"marks":1959},[1960],{"type":38},{"text":1962,"type":22}," Some strategies may have additional fees for overlays or managers",{"type":18,"attrs":1964,"content":1965},{"textAlign":34},[1966],{"text":1967,"type":22},"Compared to competing SMA programs from Merrill or Morgan Stanley, Fidelity’s pricing is generally competitive, especially at higher asset levels.",{"type":764,"attrs":1969,"content":1970},{"level":1796,"textAlign":34},[1971],{"text":1972,"type":22},"Private Wealth Management (PWM)",{"type":18,"attrs":1974,"content":1975},{"textAlign":34},[1976],{"text":1977,"type":22},"PWM is Fidelity’s highest service tier designed for ultra-high-net-worth families.",{"type":783,"content":1979},[1980,1995,2005],{"type":786,"content":1981},[1982],{"type":18,"attrs":1983,"content":1984},{"textAlign":34},[1985,1989,1991],{"text":1986,"type":22,"marks":1987},"Eligibility:",[1988],{"type":38},{"text":1990,"type":22}," Typically ",{"text":1992,"type":22,"marks":1993},"$10 million+ in assets",[1994],{"type":38},{"type":786,"content":1996},[1997],{"type":18,"attrs":1998,"content":1999},{"textAlign":34},[2000,2003],{"text":1365,"type":22,"marks":2001},[2002],{"type":38},{"text":2004,"type":22}," Includes a dedicated advisory team and advanced tax, estate, and wealth transfer planning",{"type":786,"content":2006},[2007],{"type":18,"attrs":2008,"content":2009},{"textAlign":34},[2010,2013],{"text":1376,"type":22,"marks":2011},[2012],{"type":38},{"text":2014,"type":22}," Fees follow FWS or FSD schedules but include more bespoke service",{"type":18,"attrs":2016,"content":2017},{"textAlign":34},[2018],{"text":2019,"type":22},"PWM may appeal to affluent investors wanting family office-style guidance without moving to a boutique wealth management firm.",{"type":764,"attrs":2021,"content":2022},{"level":766,"textAlign":34},[2023],{"text":2024,"type":22,"marks":2025},"What is the minimum account size for Fidelity financial advisor?",[2026],{"type":129,"attrs":2027},{"color":773},{"type":18,"attrs":2029,"content":2030},{"textAlign":34},[2031],{"text":2032,"type":22},"The minimum account size to work with a Fidelity financial advisor is $50,000 through the firm’s Fidelity Wealth Services (FWS) program. This is the first tier that includes a dedicated financial advisor and personalized planning support.",{"type":18,"attrs":2034,"content":2035},{"textAlign":34},[2036],{"text":2037,"type":22},"Fidelity also offers additional investing services with different minimum requirements depending on whether you want automated investing, portfolio customization, or high-touch wealth management. Here’s how the minimums compare by service level:",{"type":764,"attrs":2039,"content":2040},{"level":1421,"textAlign":34},[2041],{"text":2042,"type":22},"Fidelity Go – Robo-advisor",{"type":783,"content":2044},[2045,2056],{"type":786,"content":2046},[2047],{"type":18,"attrs":2048,"content":2049},{"textAlign":34},[2050,2054],{"text":2051,"type":22,"marks":2052},"Minimum:",[2053],{"type":38},{"text":2055,"type":22}," $10 to open; investing begins at $10",{"type":786,"content":2057},[2058],{"type":18,"attrs":2059,"content":2060},{"textAlign":34},[2061,2065],{"text":2062,"type":22,"marks":2063},"Advisor access:",[2064],{"type":38},{"text":2066,"type":22}," No dedicated financial advisor; digital support only. Clients with $25,000+ get access to one-on-one coaching sessions but not full financial planning.",{"type":764,"attrs":2068,"content":2069},{"level":1421,"textAlign":34},[2070],{"text":2071,"type":22},"Fidelity Managed FidFolios® – Direct indexing service",{"type":783,"content":2073},[2074,2084],{"type":786,"content":2075},[2076],{"type":18,"attrs":2077,"content":2078},{"textAlign":34},[2079,2082],{"text":2051,"type":22,"marks":2080},[2081],{"type":38},{"text":2083,"type":22}," $5,000",{"type":786,"content":2085},[2086],{"type":18,"attrs":2087,"content":2088},{"textAlign":34},[2089,2092],{"text":2062,"type":22,"marks":2090},[2091],{"type":38},{"text":2093,"type":22}," Limited. Portfolios are professionally managed, but this is not a full advisory relationship. Some guidance is available, but no dedicated advisor.",{"type":764,"attrs":2095,"content":2096},{"level":1421,"textAlign":34},[2097],{"text":2098,"type":22},"Fidelity Wealth Services (FWS) – Human financial advisor",{"type":783,"content":2100},[2101,2111],{"type":786,"content":2102},[2103],{"type":18,"attrs":2104,"content":2105},{"textAlign":34},[2106,2109],{"text":2051,"type":22,"marks":2107},[2108],{"type":38},{"text":2110,"type":22}," $50,000",{"type":786,"content":2112},[2113],{"type":18,"attrs":2114,"content":2115},{"textAlign":34},[2116,2119],{"text":2062,"type":22,"marks":2117},[2118],{"type":38},{"text":2120,"type":22}," Yes. Clients work with a dedicated Fidelity advisor who provides portfolio management and financial planning support.",{"type":764,"attrs":2122,"content":2123},{"level":1421,"textAlign":34},[2124],{"text":2125,"type":22},"Fidelity Strategic Disciplines (FSD) – Advisor-led SMA portfolio management",{"type":783,"content":2127},[2128,2138],{"type":786,"content":2129},[2130],{"type":18,"attrs":2131,"content":2132},{"textAlign":34},[2133,2136],{"text":2051,"type":22,"marks":2134},[2135],{"type":38},{"text":2137,"type":22}," $100,000 to $200,000 (varies by strategy)",{"type":786,"content":2139},[2140],{"type":18,"attrs":2141,"content":2142},{"textAlign":34},[2143,2146],{"text":2062,"type":22,"marks":2144},[2145],{"type":38},{"text":2147,"type":22}," Yes. Clients collaborate with an advisor to choose and manage separately managed account (SMA) strategies.",{"type":764,"attrs":2149,"content":2150},{"level":1421,"textAlign":34},[2151],{"text":2152,"type":22},"Fidelity Private Wealth Management (PWM) – High-net-worth wealth advisory",{"type":783,"content":2154},[2155,2171],{"type":786,"content":2156},[2157],{"type":18,"attrs":2158,"content":2159},{"textAlign":34},[2160,2163,2165,2169],{"text":2051,"type":22,"marks":2161},[2162],{"type":38},{"text":2164,"type":22}," $2 million managed through Fidelity Wealth Management programs (FWS or FSD) ",{"text":2166,"type":22,"marks":2167},"and",[2168],{"type":38},{"text":2170,"type":22}," $10 million+ in total investable assets",{"type":786,"content":2172},[2173],{"type":18,"attrs":2174,"content":2175},{"textAlign":34},[2176,2179],{"text":2062,"type":22,"marks":2177},[2178],{"type":38},{"text":2180,"type":22}," Yes. Clients receive a dedicated wealth advisor team with advanced planning services, including tax and estate strategies.",{"type":764,"attrs":2182,"content":2183},{"level":766,"textAlign":34},[2184],{"text":2185,"type":22,"marks":2186},"Who should choose Fidelity financial advisor?",[2187],{"type":129,"attrs":2188},{"color":773},{"type":18,"attrs":2190,"content":2191},{"textAlign":34},[2192],{"text":2193,"type":22},"Fidelity offers multiple levels of advisory services, ranging from low-cost automated investing to dedicated wealth management. The right option depends on your portfolio size, financial goals, and the level of advisor support you want.",{"type":783,"content":2195},[2196,2207,2218,2229,2240],{"type":786,"content":2197},[2198],{"type":18,"attrs":2199,"content":2200},{"textAlign":34},[2201,2204,2205],{"text":1663,"type":22,"marks":2202},[2203],{"type":38},{"type":1806},{"text":2206,"type":22},"Best for investors who want a simple, low-cost robo-advisor with automated portfolio management. This option is suitable for beginners or hands-off investors who do not need a personal financial advisor.",{"type":786,"content":2208},[2209],{"type":18,"attrs":2210,"content":2211},{"textAlign":34},[2212,2215,2216],{"text":1727,"type":22,"marks":2213},[2214],{"type":38},{"type":1806},{"text":2217,"type":22},"Ideal for investors who want customizable portfolios through direct indexing and potential tax benefits like tax-loss harvesting. Limited advisor support is available, but this is not a full advisor relationship.",{"type":786,"content":2219},[2220],{"type":18,"attrs":2221,"content":2222},{"textAlign":34},[2223,2226,2227],{"text":1799,"type":22,"marks":2224},[2225],{"type":38},{"type":1806},{"text":2228,"type":22},"Designed for investors who want ongoing support from a dedicated Fidelity financial advisor, including financial planning, retirement guidance, and portfolio management. Suitable for individuals with growing wealth who value personal advice.",{"type":786,"content":2230},[2231],{"type":18,"attrs":2232,"content":2233},{"textAlign":34},[2234,2237,2238],{"text":1910,"type":22,"marks":2235},[2236],{"type":38},{"type":1806},{"text":2239,"type":22},"Best for investors who want professionally managed separately managed accounts (SMAs) with personalized portfolio strategies. This service is suitable for tax-sensitive investors or those seeking more advanced investment customization, guided by an advisor.",{"type":786,"content":2241},[2242],{"type":18,"attrs":2243,"content":2244},{"textAlign":34},[2245,2249,2250],{"text":2246,"type":22,"marks":2247},"Fidelity Private Wealth Management (PWM)",[2248],{"type":38},{"type":1806},{"text":2251,"type":22},"Built for high-net-worth and ultra-high-net-worth families who require comprehensive wealth management, including estate planning, tax strategy, philanthropy, business succession, and investment management. Clients work with a dedicated private wealth advisor team.",{"type":764,"attrs":2253,"content":2254},{"level":766,"textAlign":34},[2255],{"text":2256,"type":22,"marks":2257},"Fidelity financial advisor: Is it secure? ",[2258,2260],{"type":129,"attrs":2259},{"color":773},{"type":38},{"type":18,"attrs":2262,"content":2263},{"textAlign":34},[2264],{"text":2265,"type":22,"marks":2266},"Yes, Fidelity accounts are protected through its security framework, which includes multi-factor authentication, encryption, and 24/7 monitoring to prevent unauthorized access. ",[2267],{"type":129,"attrs":2268},{"color":773},{"type":18,"attrs":2270,"content":2271},{"textAlign":34},[2272],{"text":2273,"type":22,"marks":2274},"Clients receive security alerts and notifications for account activity.",[2275],{"type":129,"attrs":2276},{"color":773},{"type":18,"attrs":2278,"content":2279},{"textAlign":34},[2280,2285,2295],{"text":2281,"type":22,"marks":2282},"From a regulatory standpoint, accounts are covered by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including ",[2283],{"type":129,"attrs":2284},{"color":773},{"text":2286,"type":22,"marks":2287},"$250,000",[2288,2291,2294],{"type":31,"attrs":2289},{"href":2290,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.fidelity.com/why-fidelity/safeguarding-your-accounts",{"type":129,"attrs":2292},{"color":2293},"#1155CC",{"type":1273},{"text":2296,"type":22,"marks":2297}," for cash).",[2298],{"type":129,"attrs":2299},{"color":773},{"type":18,"attrs":2301,"content":2302},{"textAlign":34},[2303],{"text":2304,"type":22,"marks":2305},"Fidelity also has excess SIPC coverage with an aggregate limit of $1 billion and a $1.9 million cash sub-limit per customer. These protections do not cover market losses but offer strong safeguards against brokerage insolvency or unauthorized account activity.",[2306],{"type":129,"attrs":2307},{"color":773},{"type":764,"attrs":2309,"content":2310},{"level":766,"textAlign":34},[2311],{"text":2312,"type":22,"marks":2313},"Is Fidelity financial advisor worth it?",[2314,2316],{"type":129,"attrs":2315},{"color":773},{"type":38},{"type":18,"attrs":2318,"content":2319},{"textAlign":34},[2320],{"text":2321,"type":22},"Fidelity’s financial advisor service can be worth it for investors who want professional guidance from a well-established firm and are comfortable paying for hands-on support. ",{"type":18,"attrs":2323,"content":2324},{"textAlign":34},[2325],{"text":2326,"type":22},"Its advisor-led programs offer financial planning, portfolio management and access to tax-aware strategies, but fees range from around 0.50% to 1.50% of assets, which may feel high for investors with simpler needs. ",{"type":18,"attrs":2328,"content":2329},{"textAlign":34},[2330,2332,2344,2346,2358,2360,2372],{"text":2331,"type":22},"Those focused on lower costs may find better value from alternatives like ",{"text":2333,"type":22,"marks":2334},"Vanguard Personal Advisor",[2335],{"type":31,"attrs":2336},{"href":2337,"uuid":2338,"anchor":34,"target":35,"linktype":74,"story":2339},"/discover/financial-advice/vanguard-financial-advisor","da21a691-7a56-4ba4-aa11-85287c7574f9",{"name":2340,"id":2341,"uuid":2338,"slug":2342,"url":2343,"full_slug":2343,"_stopResolving":558},"Vanguard financial advisor review",421857346,"vanguard-financial-advisor","discover/financial-advice/vanguard-financial-advisor",{"text":2345,"type":22}," Services or ",{"text":2347,"type":22,"marks":2348},"Charles Schwab Intelligent Portfolios Premium",[2349],{"type":31,"attrs":2350},{"href":2351,"uuid":2352,"anchor":34,"target":35,"linktype":74,"story":2353},"/discover/investing/schwab-intelligent-portfolio-review","b474cdc0-18a7-42d3-8b78-147a66108eaf",{"name":2354,"id":2355,"uuid":2352,"slug":2356,"url":2357,"full_slug":2357,"_stopResolving":558},"Schwab Intelligent Portfolio Review",74521050795191,"schwab-intelligent-portfolio-review","discover/investing/schwab-intelligent-portfolio-review",{"text":2359,"type":22},", while high-net-worth investors may also compare options from ",{"text":2361,"type":22,"marks":2362},"Merrill Lynch",[2363],{"type":31,"attrs":2364},{"href":2365,"uuid":2366,"anchor":34,"target":35,"linktype":74,"story":2367},"/discover/financial-advice/merrill-lynch-financial-advisors","02ddac68-f9e4-40f1-beb7-e3a0f7ab30a6",{"name":2368,"id":2369,"uuid":2366,"slug":2370,"url":2371,"full_slug":2371,"_stopResolving":558},"Merrill Lynch financial advisors ",535899090,"merrill-lynch-financial-advisors","discover/financial-advice/merrill-lynch-financial-advisors",{"text":2373,"type":22}," or independent fiduciary advisors. ",{"type":764,"attrs":2375,"content":2376},{"level":766,"textAlign":34},[2377],{"text":2378,"type":22},"Get expert financial advice",{"type":18,"attrs":2380,"content":2381},{"textAlign":34},[2382],{"text":2383,"type":22},"Fidelity’s financial advisor services offer scalable guidance, from automated investing to full-service wealth management with dedicated advisors. They suit investors who want professional planning support and access to tax-efficient strategies, though fees and minimums increase with service level.",{"type":18,"attrs":2385,"content":2386},{"textAlign":34},[2387,2389,2393,2401],{"text":2388,"type":22},"If you need expert financial advice tailored to your goals, Unbiased can ",{"text":2390,"type":22,"marks":2391}," ",[2392],{"type":38},{"text":2394,"type":22,"marks":2395},"match you with a financial advisor",[2396,2400],{"type":31,"attrs":2397},{"href":2398,"uuid":34,"anchor":34,"target":2399,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor?_gl=1%2aarst9y%2a_ga%2aMjEwOTg3MTczOC4xNjk3NDQ0NjE5%2a_ga_2L93GWDPD4%2aMTcwMDY2NzE3MS4yMi4xLjE3MDA2NjcyMTUuMTYuMC4w","_blank",{"type":38},{"text":2402,"type":22}," who will help you plan, invest, and build long-term financial confidence.",{"type":764,"attrs":2404,"content":2405},{"level":766,"textAlign":34},[2406],{"text":2407,"type":22,"marks":2408},"Frequently asked questions ",[2409],{"type":2410},"italic",{"_uid":2412,"component":2413,"accordions":2414},"c85074be-2197-49f0-b907-73241362f9ec","app-accordion-group",[2415,2488,2500],{"_uid":2416,"text":2417,"title":2486,"component":2487},"0af684fb-086e-4eea-9b1f-6f7266e3ed80",{"type":15,"content":2418},[2419],{"type":783,"content":2420},[2421,2432,2443,2453,2464,2475],{"type":786,"content":2422},[2423],{"type":18,"attrs":2424,"content":2425},{"textAlign":34},[2426,2430],{"text":2427,"type":22,"marks":2428},"Dedicated advisor support:",[2429],{"type":38},{"text":2431,"type":22}," Clients work with a financial advisor or advisory team who provides personalised guidance and ongoing portfolio updates.",{"type":786,"content":2433},[2434],{"type":18,"attrs":2435,"content":2436},{"textAlign":34},[2437,2441],{"text":2438,"type":22,"marks":2439},"Comprehensive financial planning:",[2440],{"type":38},{"text":2442,"type":22}," Advice covers retirement, estate planning, taxes, healthcare costs, and broader wealth management.",{"type":786,"content":2444},[2445],{"type":18,"attrs":2446,"content":2447},{"textAlign":34},[2448,2451],{"text":1034,"type":22,"marks":2449},[2450],{"type":38},{"text":2452,"type":22}," Strategies such as tax-loss harvesting and tax-smart portfolio management help improve after-tax returns.",{"type":786,"content":2454},[2455],{"type":18,"attrs":2456,"content":2457},{"textAlign":34},[2458,2462],{"text":2459,"type":22,"marks":2460},"Specialised investment solutions:",[2461],{"type":38},{"text":2463,"type":22}," Access to options like separately managed accounts (SMAs), fixed-income strategies, trust services, and third-party advisors for complex needs.",{"type":786,"content":2465},[2466],{"type":18,"attrs":2467,"content":2468},{"textAlign":34},[2469,2473],{"text":2470,"type":22,"marks":2471},"Research and market insights:",[2472],{"type":38},{"text":2474,"type":22}," Clients receive market updates, portfolio reports, and investment insights from Fidelity’s research teams.",{"type":786,"content":2476},[2477],{"type":18,"attrs":2478,"content":2479},{"textAlign":34},[2480,2484],{"text":2481,"type":22,"marks":2482},"Established reputation:",[2483],{"type":38},{"text":2485,"type":22}," Fidelity is widely recognised as a large and trusted provider in wealth management.","What are the key features of Fidelity Financial?","app-accordion",{"_uid":2489,"text":2490,"title":2499,"component":2487},"0336c4f5-57bd-443c-8971-4a4624aac1d7",{"type":15,"content":2491},[2492],{"type":18,"attrs":2493,"content":2494},{"textAlign":34},[2495],{"text":2265,"type":22,"marks":2496},[2497],{"type":129,"attrs":2498},{"color":773},"Is Fidelity legit?    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articles","app-links-list",{"_uid":2619,"title":2620,"plugin":2621,"og_image":12,"og_title":12,"description":2622,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"c7d64519-18f6-4181-a554-b4554c4a1efc","Fidelity Financial Advisor Review 2026","seo_metatags","This Fidelity financial advisor review explains how Fidelity’s advisory services work, including its robo-advisor and human advisor options, the pros and cons, fee structure, minimum investment requirements, service tiers, advisor access, and overall value. It also covers who Fidelity is best suited for, security protections, and whether its financial advisor services are worth the cost for long-term investors.",{"name":2624,"created_at":2625,"published_at":2626,"updated_at":2627,"id":2628,"uuid":2629,"content":2630,"slug":2638,"full_slug":2639,"sort_by_date":34,"position":2546,"tag_list":2640,"is_startpage":543,"parent_id":2548,"meta_data":34,"group_id":2641,"first_published_at":2550,"release_id":34,"lang":730,"path":34,"alternates":2642,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":2631,"_uid":2537,"name":2624,"image":2632,"component":2542,"education":2635,"expertise":2636,"description":2637},"Senior Content Writer",{"id":2633,"alt":12,"name":12,"focus":12,"title":12,"filename":2634,"copyright":12,"fieldtype":1385,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This review explores Fidelity’s financial advisor services, the pros and cons, as well as what fees to expect. 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