16 мая 2024 г. · Generally no, they aren't worth the fee. If you have a complex situation and other things involved, like taxes and estate stuff, then probably.

1 нояб. 2024 г. · Simply meeting or working with a financial advisor at Fidelity is free. The fees you pay at Fidelity depend solely on the products or services ...

15 сент. 2023 г. · We've had extremely poor experiences with their so called "Vice President" Financial advisors! Don't fall for it. They will not disclose hidden ...

31 янв. 2023 г. · For a $2M account it costs $30K per year for a financial advisor at Fidelity. I have not been impressed enough to use them.

21 февр. 2024 г. · Fidelity advisors scammed my parents. They aren't financially savvy and a fidelity advisor sold them a bunch of actively managed funds with ...

8 окт. 2024 г. · I've had a relationship for years with a FA at fidelity. No cost, he makes suggestions but I'm pretty good at managing our finances and ...

27 июн. 2024 г. · They are are not full service financial planners. You won't get investment allocation advice, tax & estate planning, social security discussions ...

9 июл. 2024 г. · We've met three times with our financial advisor team and have more meetings coming up. Wow, has this been worth it.

9 сент. 2023 г. · You can do better than a 1.5% annual fee. Shop around for an advisor, talk with friends, relatives, co-workers and see if they can recommend ...

7 мая 2022 г. · I worked at Vanguard and Fidelity and can say it's worth paying a 1% fee for a smaller boutique firm to manage your money. No waiting in line at ...