Cryptocurrency Q&A
How much money do you need to have a Fidelity advisor?
How much money do you need to have a Fidelity advisor?
ShintoSanctuary
Wed Mar 05 2025
|
7
answers
1585
I am wondering how much money is required to hire a Fidelity advisor. I want to know if there's a specific amount of funds or assets one needs to have in order to qualify for their advisory services.
7 answers
Leonardo
Fri Mar 07 2025
Fidelity® Wealth Services (FWS) provides a range of service levels tailored to meet various client needs.
Was this helpful?
136
25
Valentino
Fri Mar 07 2025
The first service level offered by FWS is the Fidelity Advisory Services Team. This tier is designed for clients seeking professional advice and guidance on their investment portfolio.
Was this helpful?
49
94
CryptoTamer
Thu Mar 06 2025
Fidelity Private Wealth Management has the highest fees among the three service levels, reflecting the highly specialized and customized nature of the services provided.
Was this helpful?
369
91
Sara
Thu Mar 06 2025
The Fidelity Advisory Services Team comes with its own set of fees, which are determined based on the specific services rendered and the size of the client's investment portfolio.
Was this helpful?
284
86
Giuseppe
Thu Mar 06 2025
The next service level is Fidelity Wealth Management. This tier is suitable for clients with larger investment portfolios who require more comprehensive wealth management services.
Was this helpful?
219
54
Load 5 more related questions
