0.20%–1.04% based on assets· #2
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Fidelity Wealth Services
Comprehensive wealth management backed by America's largest brokerage
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.
✓ 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
Scores
Overall
9.2
Safety
9.5
Value
8.9
Ease
9.1
Quality
9.3
Specifications
minimum Investment$250,000
annual Fee0.20%–1.04%
human Advisor Accesstrue
cfp Certifiedtrue
family Planningtrue