Fidelity California Municipal Income Fund ClassTicker Fidelity Advisor Form
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People also ask
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Does Fidelity charge an advisory 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. -
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%. -
Does Fidelity charge for advice?
Fidelity® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. -
How do Fidelity advisors get paid?
We believe that part of earning your trust is being transparent about how our representatives are paid. All Fidelity representatives receive base pay based on their experience and role. Base pay may be adjusted periodically to reflect changes in cost of labor, role, responsibilities, and other factors. -
How do I talk to a real person at Fidelity?
Call 1-800-835-5097 to speak with a representative on your organization's plan. -
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. -
How do Fidelity Advisors get paid?
We believe that part of earning your trust is being transparent about how our representatives are paid. All Fidelity representatives receive base pay based on their experience and role. Base pay may be adjusted periodically to reflect changes in cost of labor, role, responsibilities, and other factors. -
What does a Fidelity advisor do?
To help manage your plan and keep you on track, your advisor can: Proactively offer investing and planning advice. Connect you with specialists who can provide tailored guidance on topics like estate planning and insurance. Help you leverage our advanced planning tools. -
How do I talk to a Fidelity Advisor?
Investment Professional Services 800-522-7297 888-321-7349* 8:30 a.m‐7:00 p.m. *Important Note: Unsolicited faxes will not be accepted. Please speak with a Fidelity Advisor Representative prior to faxing any forms or documentation. -
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? -
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 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 does it cost to talk to a Fidelity advisor?
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. Are Fidelity advisors fiduciaries?
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