Wealth Management Advisory

Fidelity states a $50,000 FWS account minimum, while dedicated-advisor support generally depends on several factors; $500,000 in eligible Fidelity accounts is a typical example. Those are separate qualifications. Suggested measurement: distinguish program enrollment from the specific advisor-access service accepted.

Fidelity describes Advisory Services through FWS as financial planning and discretionary investment management for a fee, with phone-based access to a team of advisors. Its other FWS levels have separate features and eligibility. Name the service level rather than implying identical advisor access across the program.

Fidelity says Private Wealth Management clients undergo qualification and acceptance and typically invest at least $2 million collectively in FWS or FSD while having at least $10 million in investable assets. Suggested measurement: treat these as service-qualification conditions, separate from acceptance or any promised investment result.

Fidelity says investment value can rise or fall, diversification does not guarantee profit or prevent loss, and its tax-smart techniques do not guarantee lower overall tax liabilities. Suggested measurement: distinguish advisory enrollment from investment or tax outcomes; this provider documentation does not establish either result for an individual.

The median account AOV for Wealth Management Advisory is $20.35 USD. This is the middle account-level average order value in the benchmark.

USD · Equal-weight AOV benchmark. Snapshot read 11 October 2026.

The middle 50% of account AOVs runs from $0.64 to $196.79 USD. This is the interquartile range, not the minimum and maximum.

USD · Equal-weight AOV benchmark. Snapshot read 11 October 2026.

The 25th-percentile account AOV is $0.64 USD. It marks the lower edge of the middle 50% of this distribution.

USD · Equal-weight AOV benchmark. Snapshot read 11 October 2026.

The 75th-percentile account AOV is $196.79 USD. It marks the upper edge of the middle 50%, not a performance target.

USD · Equal-weight AOV benchmark. Snapshot read 11 October 2026.

Median and middle 50% of observed account-level average order values in USD, with each account weighted equally. Use this range as a comparison, not a profitability measure.

USD · Equal-weight AOV benchmark. Snapshot read 11 October 2026.

No. It is the median of account-level average order values. Each account receives equal weight; it is not a pooled average of every order.

USD · Equal-weight AOV benchmark. Snapshot read 11 October 2026.

The snapshot was read on 11 October 2026.

USD · Equal-weight AOV benchmark. Snapshot read 11 October 2026.

This benchmark covers exact Wealth Management Advisory classifications under Financial Services & Fintech. It excludes the parent industry and sibling subcategories.

USD · Equal-weight AOV benchmark. Snapshot read 11 October 2026.

Enter your AOV in USD in the comparison field above. It shows the difference from the median and whether your value falls below, within or above the middle 50%. Your entered amount stays on this page.

USD · Equal-weight AOV benchmark. Snapshot read 11 October 2026.

The comparison describes position in the account AOV distribution, not profitability. It is not a performance score.

USD · Equal-weight AOV benchmark. Snapshot read 11 October 2026.

The exports section provides this edition in Markdown and JSON, along with a research index. Credit Madgicx Research & Labs and link to the exact source. Keep its snapshot date and scope.

Credit Madgicx Research & Labs and link to the exact source. Keep its snapshot date and scope.