Gross advisory fee applicable to accounts managed through Fidelity® Strategic Disciplines ranges from 0.20% to 0.49% and gross advisory fee applicable to accounts managed through Fidelity®Wealth Services ranges from 0.50%–1.04%, in each case based on a minimum investment of $2 million.
Consequently, how good is Fidelity Wealth Management?
Fidelity is a well-respected investment brokerage firm. They earn high ratings from various recognized third-party sources, including: Investor’s Business Daily—Best Online Broker 2018(for the fourth year in a row).
Moreover, does Fidelity have wealth advisors?
Fidelity®Wealth Services is an advisory service offered by FPWA or Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. … FPWA, FPTC, FBS and NFS are Fidelity Investments companies. These advisory services are provided for a fee.
What is the best wealth management firm?
Top Wealth Management Firms
|Rank||Company||Wealth Management AUM US$b|
|1||UBS Global Wealth Management||2,590|
|3||Morgan Stanley Wealth Management||1,236|
|4||Bank of America GWIM||1,220|
Financial planners primarily assist with lifestyle planning. … Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), such as capital gains planning, estate planning, and risk management.