Fidelity Insurance Agency (FIA) directs clients to third-party investment advisors, specifically SFP Wealth, an affiliate of Mass Mutual Investment Services. FIA receives a portion of the advisory fee that SFP Wealth charges. FIA verifies that recommended advisors are properly licensed. FIA does not participate in wrap fee programs and does not have discretion over client accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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