sam
Lieutenant
Posts: 123
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Post by sam on Jun 12, 2021 3:38:09 GMT
Has anyone used Fidelity Wealth Management services. I have been investing long time. As a matter of fact I have more experience than many advisors. I don't need an advisor.
Only reason I am thinking of using wealth management service is, if I move my mutual fund portfolio part to advisor and fidelity offer quite a bit a perks for this service like free options trading which are worth like $1000 -$1500/year to me.
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Post by Majick on Jun 24, 2021 20:52:02 GMT
Fidelity's Wealth Mgmnt is $2M a/c value & Higher Networh $10M+Required?With a dedicated Local advisor service available?
Or Is this different then Fidelity's PAS Portfolio Advisory Services? Fees vary between 0.75%-1.5%. With a Dedicated advisor or anyone 800ph# group in Boston, anyone can give a/c status, rebalancing but at the lower end of fees.
Usually, they Invest in Fidelity Funds, ETFs, etc.
I don't know if they are RiA Fiduciary advisors.
Does anyOne have Used Fidelity's PAS or has any performance feedback?
Thanks.
Majick
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