Strategic Advisers LLC
Assets Under Management
$1067.7B
Number of Clients
2,031,770
Number of Advisors
15836
Average Client AUM
$525K
AUM per Advisor
$67.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fidelity Wealth Services provides discretionary investment management, access to financial planning, and assistance from Fidelity representatives. It offers three service levels: Fidelity Advisory Services, Wealth Management, and Private Wealth Management. Investment management is provided through Personalized Portfolios accounts invested in mutual funds and/or ETPs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
Fees are subject to change and may be negotiable in rare circumstances.
Fee Estimator
The program charges an annual Gross Advisory Fee, which includes program services, brokerage, clearing, and custody services. This fee is reduced by a Credit Amount, which addresses conflicts of interest by reducing advisory fees by the amount of compensation Strategic Advisers or its affiliates retain from investments. Additional fees may apply for SMA Sleeves with Unaffiliated Model Providers. Standalone financial planning is available for qualifying clients, with a maximum annual fee of $20,000. Fees are subject to change and may be negotiable in rare circumstances.
Areas of Practice
Location
155 Seaport Blvd, Boston, MA, 02210-2698
