CLIENT
RESOURCES
CLIENT RESOURCES
Welcome to our resource section! You can easily explore the options by clicking through the navigation dots, or simply scroll down the page to discover a variety of resources available for you. Enjoy your browsing experience!
OUR FEES
We use a common methodology for determining client fees that's typically referred to as a 'Blended-Tier' fee schedule. This means that every $1MM invested with our firm will be charged at an increasingly lower fee for that million, resulting in lower net fees as your accounts grow over time. As an example, your first $1MM would be charged a 1% fee, however the second $1MM would be charged at 0.85%, resulting in a net annual fee of 0.92%. There are no commissions, maintenance charges, trading fees, or other transaction costs assessed on your accounts. Click below to see how it works:
BLENDED TIERED FEE SCHEDULE (Accounts Greater than $250K)
Account Value | Advisory Fee |
|---|---|
$250K - $1MM | 1.0% |
$1.001 - $2MM | 0.85% |
$2.001 - $3MM | 0.75% |
$3.001 - $4MM | 0.65% |
$4.001 - $5MM | 0.55% |
$5.001 - $6MM | 0.45% |
$6.001 - $7MM | 0.35% |
$7.001 - $8MM | 0.25% |
$8.001 - $9MM | 0.15% |
$9.001 - $10MM+ | 0.05% |
FLAT FEE RATE (Accounts Less than or equal to $250K)
Account Value | Advisory Fee |
|---|---|
$0 - $250,000 | 1.15% |
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How do I create a Fidelity.com Login?How to Create a Fidelity.com Account: To see a guide with screenshots click here: Scroll up to the “Client Logins” section of this page and click on the Fidelity Login button. This will redirect you to the Fidelity.com Log In page. If you do not have an account, click on “Sign Up” at the bottom of the page. Enter your personal information as requested to verify your identity, then click “Continue.” If a message indicates you already have a Fidelity.com account, see the next question on the FAQ. If prompted, select to receive a verification code via your cell phone. If you encounter any issues, let us know so we can confirm the correct phone number is associated with your account. Once verified, click “Register Now” and follow the instructions to create your username and password. Log in using your new credentials.
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I already have a Fidelity Login - do I need to create another?No! If you already have a login to Fidelity you don't need to create another one, the accounts should pull into your existing login. If you don't see them there let us know!
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What if I have a Fidelity account but forgot the Login?If You Already Have a Fidelity.com Account but Don’t Know Your Credentials: On the Fidelity.com Log In page, click on “Forgot username or password.” Enter your information to verify your identity, then click “Continue.” If you forgot your password, click “Reset password” and follow the steps. If you forgot your username, click “Lookup username” and follow the instructions. If you don’t remember either, start by recovering your username and then go through the password reset process again. Use your recovered credentials to log in to Fidelity.com.
