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Fidelity Mega Cap Stock Fund ClassTicker Fidelity Advisor Mega Form
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People also ask
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How much money do you need to have a Fidelity advisor?
Fidelity® Wealth Services (FWS) offers three service levels: Fidelity Advisory Services Team, Fidelity Wealth Management, and Fidelity Private Wealth Management. Each level has its own fees, features, and eligibility requirements. Minimum investment to enroll is $50,000. -
Do Fidelity financial advisors charge a fee?
Fidelity Go® offers tiered pricing based on your account balance. You'll pay no advisory fee for a balance under $25,000, or 0.35% per year for any balances of $25,000 and over. Either way, there are no trading fees, transaction fees, or rebalancing fees. -
Can I talk to a financial advisor at Fidelity?
As a Fidelity® Wealth Management client, you'll have access to an advisor who can help you plan, invest, and tackle important financial decisions as your life evolves. It all starts with a conversation. Already working 1–on–1 with us? -
Is Fidelity Mega Cap Stock Fund a good investment?
Overall Rating. Morningstar has awarded this fund 4 stars based on its risk-adjusted performance compared to the 1277 funds within its Morningstar Category. -
Is there a fee to meet with a Fidelity advisor?
What about fees? There's no cost to set up a meeting and talk to us. Any fees you pay at Fidelity are solely dependent on the products and services that you choose. We can disclose all fees based on your choices during consultation. -
How much do Fidelity advisors charge?
Investments of more than $250,000 range from advisory fees of 0.5% to 1.5% per year. All accounts include access to a dedicated financial advisor. Separately Managed Accounts – The minimum investment amount is $100,000. Advisory fees range from 0.2% to 1.5%. -
What is considered mega cap stock?
What Is a Mega Cap? Mega cap is a designation for the largest companies in the investment universe as measured by market capitalization. While the exact thresholds change with market conditions, mega cap generally refers to companies with a market capitalization above $200 billion. -
Should I hire a Fidelity advisor?
Key takeaways. Investors who work with an advisor are generally more confident about signNowing their goals. Industry studies estimate that professional financial advice can add between 1.5% and 4% to portfolio returns over the long term, depending on the time period and how returns are calculated.
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