Last Updated: 04/18/2025
Fidelity Investment Advisor
Unaffiliated
in Investment Advisors from Fidelity
Last Updated: 04/18/2025
SuperMoney User Recommendation Score +75
Strongly recommended8 total votes
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Highlights
Community Rating
Strongly recommended
Minimum Initial Investment
$0
Management Fee
0.35% - 1.50%
Number of Reviews
Fidelity Investment Advisor Review
Fidelity investments is a financial services company founded in 1946 and based in Boston, MA.
Fidelity investments Pros & Cons
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Fidelity investments FAQ
What fees does Fidelity investments charge?
Fidelity investments uses a fee-only model.
This means Fidelity investments gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.
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What management fees does Fidelity investments charge?
Fidelity investments charges an annual management fee that starts at 0.35% and ranges up to 1.50%.
Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.
What are the investment expense ratios of Fidelity investments?
Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.
Fidelity investments does not charge fees based on an investment expense ratio. What type of investment accounts and asset classes does Fidelity investments support?
Fidelity offers the following types of assets and account types.
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Fidelity does not offer any of the investment vehicles that we track.
What is the minimum amount you have to invest to open an account with Fidelity investments?
Fidelity investments does not have a minimum amount to open an account.SuperMoney Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...
Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author's alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.
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Learn MoreSuperMoney Net Recommendation Score
SuperMoney users strongly recommend this product, giving it a user recommendation score of +75, or 4.5 on a 5-point rating scale.
+75
-1000+100
No one recommends
Everyone recommends
Fidelity Investment Advisor Community Reviews
Would you recommend Fidelity Investment Advisor to your friends?
JC
Joseph C.
Sep 24, 2022
May or may not recommend
I have been with fidelity 401 k's for 28 years and even though I missed the rebound in 2010, they did much better than another account I opened for one year w/ Edelman financial engines that lost a ton of money for me on a portfolio of 1.2 M that was supposed to be conservative. I monitored on a per week basis the differences in loss due to the ...Show More
U
Anonymous
Sep 23, 2022
May or may not recommend
My managed account (more accurately mismanaged) is down 30% this year. They continually churn investments from one mutual fund to another back and forth with a strategy of buying high and selling low. Works great for them but they clearly do not have their clients best interests in mind.
U
Anonymous
Dec 10, 2021
May or may not recommend
We’ve had accounts with Fidelity for maybe 20 years, and our assets increased considerably as we got closer to retirement. Fidelity has been actively managing the bulk of our assets for the last 10 years. We have a dedicated advisor who contacts us regularly (if we don’t contact him) and we meet with him periodically (via Zoom since the pandemic started). We’re currently paying an advisory ...Show More
JD
Jazmine D.
Aug 12, 2021
May or may not recommend
I’ve been with Fidelity for about a year and I’ll be honest they’ve taught me a lot investing, money management, and retirement and not just for me my kids too. Thanks to them I was able to understand these things. Their in depth explanation on their website is amazing when money confuses you. You hear the terminology associated with money and money management and think of just umbrella definitions Fidelity ...Show More
DJ
Dennis J.
Nov 11, 2020
May or may not recommend
Using Fidelity Investments to handle my 401k couldn't have been easier. There were always available representatives to answer any questions or concerns I had. During some tough financial times where I was forced to cash in my 401K early, they made what can often be an arduous task, an effortless pleasure.
HT
Henry T.
Oct 7, 2020
May or may not recommend
Saving for retirement as well as getting general advice on investments is extremely beneficial to a recent college graduate like me. I wanted to be able to start saving for retirement efficiently and Fidelity has helped me a ton. I don't know where I would be today without them. I would recommend to anybody looking for an easy way to plan ahead.
U
Anonymous
Oct 2, 2020
May or may not recommend
I began using Fidelity Investments for my retirement funds several years back.
I'm a self-employed individual who has received some poor advice from another institution with regards to my retirement account, which is what prompted my transfer. Since then, I have opened up a few self-employed retirement accounts with Fidelity, one being the 401k profit sharing plan-which, per the advice of their staff will enable me to put away more money ...Show More
TM
Tany M.
Sep 16, 2020
May or may not recommend
Fidelity is a very investor-friendly service. It has 0% on trading commissions and a very easy to use platform. the wide variety of research offerings ensures users are making well-informed investment decisions, and the fidelity zero index funds are an added bonus for customers!
Showing 8 of 8 reviews
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