Fidelity Wealth Services
Parent Rankings Score
Comprehensive wealth management backed by America's largest brokerage
0.20%–1.04% based on assets
Why We Like It
Fidelity Wealth Services is the top choice for families with significant investable assets who want a dedicated advisor relationship within a trusted, full-service financial institution. The integration with Fidelity's full account ecosystem simplifies the complete family financial picture.
Editor's Verdict
Best Full-Service Option in financial advisors.
9.2/10
Pros & Cons
Pros
- Dedicated advisor relationship from $250K; team approach from $500K
- Integrates with Fidelity's full ecosystem (brokerage, 401k, 529)
- In-person Investor Centers in 200+ locations nationwide
Cons
- $250,000 minimum for dedicated advisor relationship
- Tiered fee schedule requires careful review
Score Breakdown
Overall Score
9.2
Services were evaluated on fee structure and transparency, investment strategy quality, access to human advisors, family-specific planning tools, and minimum investment requirements.
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