Strategic Advisers LLC
Assets Under Management
$1067.7B
Number of Clients
2,031,770
Number of Advisors
15843
Average Client AUM
$525K
AUM per Advisor
$67.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Strategic Advisers LLC, a Fidelity Investments company, provides discretionary investment management and financial planning services through Fidelity Wealth Services. The program offers three service levels: Fidelity Advisory Services, Wealth Management, and Private Wealth Management, each providing varying levels of access to financial planning and Fidelity representatives. 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Gross Advisory Fee for Fidelity Advisory Services is 1.10% on all assets. Fees are reduced by a Credit Amount.
Fee Estimator
Areas of Practice
Location
155 Seaport Blvd, Boston, MA, 02210-2698
