Does Fidelity have tax advisors?

Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

Besides, does Fidelity have fiduciary advisors?

Fidelity will assume a “point-in-time” fiduciary role for employers by providing guidance on the most suitable investment options for their plans. This limited fiduciary guidance will be provided for clients with less than $50 million in qualified retirement assets who don’t already have a fiduciary adviser.

are Fidelity Advisors free? Fidelity offers free one-on-one guidance in person at Investor Centers nationwide, over the phone at 800-343-3548, and online, with investment planning and retirement guidance. You can choose to have Fidelity manage your investments for you with a Managed Account.

Similarly one may ask, does Fidelity have financial advisors?

Fidelity provides financial advisory services through its portfolio advisory and wealth management programs. For its wealth management services, Fidelity requires clients to invest at least $250,000 with Fidelity and have a total of $1 million or more in investable assets.

What are Fidelity Advisor fees?

Zero expense ratio index funds

Fidelity Schwab
Account transfer out $0 Full: $50 Partial: $25
Minimum initial investment $0 $0
IRA closeout fee $0 $0
Reorganization fee $0 $39

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