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Updated September 17, 2026. Quick answer: Fidelity Wealth Management discloses a tiered schedule starting at 1.50% (capped at $6,250) in its Fidelity Wealth Services Form ADV Part 2A Brochure (Strategic Advisers LLC) (March 30, 2026). Converted to dollars, that runs $6,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
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Fidelity Wealth Management fee schedule 2026 (tiers)
This schedule comes from the Fidelity Wealth Services Form ADV Part 2A Brochure (Strategic Advisers LLC), dated March 30, 2026, the same filing cited under Sources below.
From the Fidelity Wealth Services Form ADV Part 2A Brochure (Strategic Advisers LLC) (March 30, 2026): “ANNUAL ADVISORY FEE SCHEDULE FOR PROGRAM ACCOUNTS: Wealth Management and Private Wealth Management. If Average Daily Assets total $500,000 or less: For Average Daily Assets from $0 to $500,000, 1.50% (up to a maximum of $6,250). If Average Daily Assets total more than $500,000: For the first $500,000, 1.25%; for the next $500,000, 1.10%; for the next $1,000,000, 0.90%.”
- $0 to $500,000 (if total balance is $500,000 or less): 1.50% (capped at $6,250)
- First $500,000 (if balance exceeds $500,000): 1.25%
- Next $500,000: 1.10%
- Next $1,000,000: 0.90%
- Next $3,000,000: 0.70%
- Over $5,000,000: 0.50%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $6,250 | 1.25% |
| $1,000,000 | $11,750 | 1.18% |
| $2,000,000 | $20,750 | 1.04% |
This is the Gross Advisory Fee; Fidelity applies a Credit Amount that can lower the Net Advisory Fee a client actually pays, which is not quantified in the public schedule.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Fidelity Wealth Management’s own published rate runs $6,250 a year.
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Source: WiserAdvisor’s service descriptionSources
- Fidelity Wealth Services Form ADV Part 2A Brochure (Strategic Advisers LLC) (March 30, 2026): https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/FWS-program-fundamentals.pdf
- SEC Investment Adviser Public Disclosure, Strategic Advisers LLC (CRD #104555): https://adviserinfo.sec.gov/firm/summary/104555
- Strategic Advisers LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/104555/PDF/104555.pdf
Methodology. This page was built September 17, 2026, drawing on Fidelity Wealth Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is Fidelity Wealth Management a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Fidelity Wealth Management’s minimum investment, straight from its own Form ADV Part 2A brochure.
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