
Fidelity Convertible Securities Fund ClassTicker Fidelity Advisor Form


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People also ask
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Does Fidelity have advisory fees?
There is no minimum amount required to open a Fidelity Go account. However, in order for us to invest your money ing to the investment strategy you've chosen, your account balance must be at least $10. The Fidelity Go program advisory fee is calculated and charged at the account level.
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Does Fidelity have free financial advisors?
Investment advisory services are provided through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee.
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What are Fidelity Advisor funds?
Strategic Advisers Funds are mutual funds, offered exclusively to clients enrolled in Fidelity® Wealth Services.
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What is a convertible securities fund?
A "convertible security" is a security—usually a bond or a preferred stock—that can be converted into a different security—typically shares of the company's common stock. In most cases, the holder of the convertible determines whether and when to convert.
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What is the downside to Fidelity?
Fidelity has average trading and low non-trading fees, including commission-free US stock trading. On the negative side, margin rates and fees for some mutual funds can be high.
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What are Fidelity strategic advisor funds?
Strategic Advisers Funds are mutual funds, offered exclusively to clients enrolled in Fidelity® Wealth Services. Each Strategic Advisers Fund, also referred to as a multi-structure fund, owns various investment vehicles in a single fund to achieve a specific investment objective.
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What is the advisory fee for Fidelity?
Fees Under Fidelity Investments Annual Advisory Fee Schedule for Program Accounts Average Daily AssetsAnnual Gross Advisory Fee First $500,000 1.25% Next $500,000 1.10% Next $1,000,000 0.90%2 more rows • Oct 17, 2024
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Is a 1% wealth management fee worth it?
For high-net-worth investors well-versed in personal finance, a 1% AUM fee just for simple asset management or investments into stock or bond index funds may not be worth it. Splitting assets between managed accounts and low-fee options in a brokerage account can help lower fees.
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