Strategic Advisers LLC, a Fidelity Investments company, offers Fidelity Wealth Services. The program provides discretionary investment management, financial planning, and assistance from Fidelity representatives. It offers three service levels: Fidelity Advisory Services, Wealth Management, and Private Wealth Management. Accounts are invested in mutual funds and exchange-traded products, with options for tax-smart investing and individual securities in certain accounts. Clients can personalize accounts with reasonable restrictions. Financial planning services are available to help clients evaluate their ability to meet identified goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
