First Fidelity Group offers investment advice and manages portfolios for individuals. They provide both discretionary and non-discretionary investment advice, tailoring it to each person's risk profile. They also offer advice on insurance and annuity products. The firm's investment strategies involve various instruments, including individual stocks, ETFs, mutual funds, and other dividend-paying securities.
Assets Under Management$7.3M
Clients37
Advisors1
Avg. per Client$200K
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1000K | 1.40% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.00% |
Accounts will be aggregated if same person has multiple accounts and /or if there are multiple account holders are living in the same house.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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