Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15843 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B
Fee Structure
Minimum Investment:$50K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Gross Advisory Fee for Fidelity Advisory Services is 1.10% on all assets. Fees are reduced by a Credit Amount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Tony Lu
Location
Cherry Hill, NJ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 11 mos
Fidelity Brokerage Services LLC
October 2008 - Present · 17 yrs 4 mos
Fidelity Brokerage Services LLCBroker
October 2008 - Present · 17 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
April 2009 - July 2018 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - August 2008 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2006 - August 2008 · 1 yr 10 mos
Ameriprise Financial Services, INC.Broker
January 2005 - September 2006 · 1 yr 8 mos
Ameriprise Financial Services, INC.
January 2005 - September 2006 · 1 yr 8 mos
Ids Life Insurance CompanyBroker
January 2005 - July 2006 · 1 yr 6 mos
State Registrations44 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMONCNDNHNJNMNVNYOHOKORPAPRSCTNTXVAVTVirgin IslandsWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Contact
Tony Lu