!-- Global site tag (gtag.js) - Google Analytics -->

Log into FIdelity

Institutional Fees

ACCOUNT SIZE ANNUAL TOTAL
$1,000,000 1.00%
$1,000,000 to $3,000,000 0.80%
$3,000,000 to $5,000,000 0.70%
$5,000,000 to $10,000,000 0.60%
$10,000,000 to $15,000,000 0.50%

 

The fees are debited directly from the account unless other acceptable arrangements are requested. The account fee is payable quarterly, in arrears, based on the valuation of the assets on the final day of the quarter, prorated for any deposits or withdrawals. Under certain circumstances, management fees may be negotiable as well as a customized service and fee structure available.

 

Buy Quality and Diversify®

Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Woodard & Company Asset Management Group ("WCAMG"). Fidelity is a service provider to WCAMG. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by WCAMG and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutionalâ„  provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 980928.1.0
Share This