Fidelity Wealth Services
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0.50-1.04% AUM fee, $50K minimum, dedicated advisor. Best mid-tier human advisor.
🏛️ Best mid-tier human
Sign up at fidelity.com or call their wealth services line. $50K minimum.
Fidelity Wealth Services is the right pick for traditional human advisory at a major brokerage. $50K minimum, dedicated advisor, 0.50-1.04% AUM depending on level. Best for Fidelity customers with $500K+ who want a single point of contact.
Pros
- Dedicated advisor
- Fidelity integration
- Multiple service levels
Cons
- 0.50-1.04% AUM higher than Vanguard
- $50K minimum
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