Fidelity Review


Trust Score 94%
Trust Score info_outline
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Fidelity, federally registered in 1977, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 42 advisors. Fidelity manages $340 billion and provides investment advisory services for 800,535 clients (1:19061 advisor/client ratio).

Fidelity requires a $2,000,000 minimum investment and charges a blended rate between 1.15% and 0.40% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 19061 clients (industry average 1:50)
  • Firm has a disciplinary history
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $2,000,000
Minimum Annual Fee $0
Average Account AUM $425,226
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $340 billion
Advisor / Client Ratio 1:19061
Headquarters 245 Summer Street, V10g Boston, MA 02210
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 1.15%
$2,000,001 to $3,000,000 0.80%
$3,000,001 to $10,000,000 0.55%
$10,000,001 to $20,000,000 0.50%
$20,000,001+ 0.40%


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