Fidelity Federal Planning Corp. provides investment management services to individuals, trusts, corporations, and qualified retirement plans. For individual clients, they gather financial data and risk assessments to make suitable investment recommendations, considering factors like liquidity needs, portfolio goals, tax objectives, and risk tolerance. They typically recommend mutual funds, exchange traded funds, individual stocks, or individual bond positions. The firm meets with clients periodically to review investment options and performance.
Fee Structure
Fidelity Federal Planning Corp. charges an annual fee based on a percentage of the value of your investments. This fee is calculated by the custodian at the end of each quarter and is paid quarterly. The fee ranges are:
- Less than $750,000: 0.60% - 1.00% per year
- $750,001 to $1,500,000: 0.40% - 0.80% per year
- $1,500,001 to $3,000,000: 0.20% - 0.60% per year
- Over $3,000,000: Negotiable