Fidelity Review: Professional Service for Sophisticated Investor

Fidelity Review #1: Company Background

Fidelity has a long history.  Established in 1946, Fidelity Investment has become bigger and bolder in leading stock brokerage firms around the world. With the establishment of Fidelity Investments, it is found now in many countries, serving millions of clients through its online stock trading.

The company is providing services, including a host of mutual funds, investment advisory staff, brokerage services, retirement services, wealth management services, etc.

This Fidelity review will be concerned of two things: advantages and disadvantages in filing for application in the company.

Fidelity Review #2: Strengths

Seen in a positive light, Fidelity takes tops the list of firms when it comes to enabling clients be good and wise investors and managers of their funds. It has created three distinct accounts that people from all walks of life can file for: Gold, Silver, and third Tier. Depending on one's financial position and  willingness to invest, each of these categories will have corresponding policies and fees.

It is precisely the creation of tiers in trading that the company is famed for. It has occupied the niche of brokerage firms that are able to service novice, experienced investors, and the moneyed people all in one stroke. Like other execution-only service, it takes care of new investors in coming up with strategic investment plans.

Its presence in many locations in the country also makes business with them easy and fast. With over 100 investor centers, trained investment professionals are available 24/7, catering to people from all walks of life.
In addition, it has earned flying colors in trading tools and customer service.

It also focuses on what it does best, which is the management of mutual funds. It also boasts of high expert financial planning schemes, research reports, and other financial tools. There is a real-time portfolio analysis, one-second trade execution guarantee, and wireless access to portfolio.

Fidelity Review #3: Weaknesses

The disadvantage of membership in Fidelity is that the commissions are exorbitant. For example, silver investors face $ 10.95 fee per market trade. Those who belong to the last tier face $ 19.95 per trade. Clients also need to come up with $ 2,5000 for minimum startup fund. The good side of this policy is that inactivity, handling, and maintenance fees are zero.

Fidelity Review #4: Verdict

The promises of a Fidelity membership are indeed impressive. If you are someone who has a large stock options to show, capital, and active, it is the right company to join in. The tiers in investment accounts will also unlock some of the best features of the firm. You can gain free access to features and privileges that come with huge purchases and active trading for one whole year. You can exercise corporate stock options, interlink all Fidelity accounts for easy fund management, and be able to avail of dedicated trading specialists for active traders.

But the company is not the right firm for people stock options and skills are limited. Also, it is not the appropriate first company to do business with if you have limited money to show. It might do more harm than good in the long run.

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