16 сент. 2023 г. · Based on your analysis, Fidelity did a good job for you. You can do it yourself and save a little money or stick with the managed portfolio. I ...

9 сент. 2023 г. · The Fidelity website shows a range of Advisory fees from 0.50% to 1.50% a year, which doesn't include the expense ratios of the funds. You need ...

19 июн. 2024 г. · We've been with MS for over 15 years. Fees are just crazy and the customer service, or lack thereof, is horrible. Fidelity shows great customer service and a ...

5 авг. 2023 г. · Both Vanguard and Fidelity offer private client wealth management services if one deposits $ 5 million with them.

23 авг. 2024 г. · I've been pleased with service I've received from Fidelity, but I did not feel like I got my money's worth when they were actively managing.

12 февр. 2024 г. · I'm considering two options: paying the taxes myself or utilizing Fidelity Wealth Advisors Planning's services. Their approach includes tax harvesting.

10 сент. 2024 г. · Many investors believe they do result in better returns and lower risk which more than compensates for the drag imposed by advisory fees while ...

25 мар. 2024 г. · I'd use the Fidelity Freedom Index 2030 fund instead. It has a lower expense ratio (0.12% instead of 0.66%).

19 июл. 2024 г. · My respect for Fidelity has gone down a notch with the way they have made it hard to leave the "Wealth Mgmt" program even when staying within ...

20 мая 2022 г. · These wealth advisor solutions aren't needed if you are credibly managing on your own. Tell him no. Before I ended my relationship with mine ...