| 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.
Bradenton, FL
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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 →Aaron is the sole proprietor of Bachata Journey Srq, a Latin dance studio, where he works as a dance instructor. He dedicates a few hours per week to this activity.