Fidelity Investments $$$
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Thread: Fidelity Investments $$$

  1. #1
    Monster Buck teddrick's Avatar
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    Fidelity Investments $$$

    Anyone on here use Fidelity "Advisory Services"? This in not a mutual fund but rather where they trade stocks, bond and EFT's for you on their whim and your investment goals?

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    Super Moderator tdaly25's Avatar
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    I use their online portal and maintain retail brokerage accounts with them, though do not use their management services. They have terrific online tools, tremendous access to a broad range of fund families (including MANY waived transaction fees), and relatively inexpensive trading fees. I would def recommend.
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    Rack Buck JMol's Avatar
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    I have a brokerage account with them but I don't use their Advisory Services. Used to use Scottrade but i like Fidelity much better for the same reasons already mentioned. I also like their layout better, much easy to keep track of the cost basis for each trade, especially for the stocks I plan on keeping for the long run.
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    Monster Buck teddrick's Avatar
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    Quote Originally Posted by tdaly25 View Post
    I use their online portal and maintain retail brokerage accounts with them, though do not use their management services. They have terrific online tools, tremendous access to a broad range of fund families (including MANY waived transaction fees), and relatively inexpensive trading fees. I would def recommend.
    I couldn't agree more and have been with Fidelity for my IRA and 401K since the early 80"s, however getting to be an older fart, I'm looking to have someone manage my portfolio in order to take feelings and emotion out of it a bit.

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    Non Typical bucndoe's Avatar
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    Quote Originally Posted by teddrick View Post
    I couldn't agree more and have been with Fidelity for my IRA and 401K since the early 80"s, however getting to be an older fart, I'm looking to have someone manage my portfolio in order to take feelings and emotion out of it a bit.
    Put in Limit Orders that are good until cancelled. That way you know you are always looking out for yourself. No one is better to do that than yourself
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    Spike MallardHunter's Avatar
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    Quote Originally Posted by teddrick View Post
    Anyone on here use Fidelity "Advisory Services"? This in not a mutual fund but rather where they trade stocks, bond and EFT's for you on their whim and your investment goals?
    Fidelity managed some our money for a few years. Fee depends on the value of assets under management. Still with fidelity but not in the advisory services program. The service is not true active management and the returns were so-so before fees. I routinely outperformed their returns before fees.. But if you don't have experience or just don't want to be bothered, it's probably fine. PM if you want additional input.
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    Non Typical MikeStaten's Avatar
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    You might want to look into a reputable financial planner that is paid via an hourly fee as opposed to an asset based fee. Depending on how much you have invested, you may pay less in fees and likely get a better outcome.
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    Typical optowalt's Avatar
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    A private adviser might open you up to products not in their own company.

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    Non Typical nmc02's Avatar
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    I use fidelity and have done very well

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    Rack Buck CONtryUSA's Avatar
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    optionshouse. I think its a branch if fidelity or etrade. I think its like 4.99 per trade


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