15 сент. 2023 г. · Was pitched on Fidelity managing my money at .88%. They couldn't provide a benchmark that could be used to help measure success.

28 мар. 2024 г. · They helped you a lot this year, but after 2-3 years, your stock/portfolio decisions become more stable. There will be much less decisions to ...

9 сент. 2023 г. · A 1% fee over 30 years decreases your nest egg by 26%; a 1.5% fee decreases it by 36% over 30 years (see table here https://www.bogleheads.org/ ...

15 нояб. 2021 г. · Fidelity did a satisfactory job in managing their portfolio. My only complaint is they didn't use low cost index funds. The low cost Fidelity ...

28 сент. 2024 г. · They have told me that they can access attractive alternative investments and provide higher level advice and tax planning but of course comes with a ...

18 нояб. 2023 г. · Overall, pretty harmless and fairly helpful. But I wouldn't recommend switching into Fidelity just for the service.

8 июн. 2024 г. · My understanding is that this advisor IS a fiduciary. Sounds like their annual fee for managing can range from 0.5 to 1.5% annually of the total ...

5 дней назад · My advisor has spent hours with us and is quite attentive and knowledgeable. The fees for what I am investing are reasonable, and I'm now ...

23 окт. 2023 г. · I've been having my long term investments managed by Fidelity managed accounts for almost 2 years. I'm doing an 80/20 stock bonds mix.

1 нояб. 2024 г. · I think we need to get you in touch with our head investment counselor and set up an appointment for next week. He literally had no advice and ...