Ask Terry Questions fidelity wealth management

fidelity wealth management

By Terry Savage on August 05, 2023 | Financial Planning / Retirement

I struggled to find a financial advisor*and after interviewing several elected to move investments into Fidelity wealth management a year ago ; with a defensive position. I Lost alot of money in 2022 and paid Fidelity>$1% of the portfolio for their efforts. I know the market was volatile/remains volatile but I thought they would “manage” money so the losses would be mitigated. Fidelity has recently recommended a 3rd party to assist me but I m “chicken”. If Fidelity was not able to help me how do I find a certified financial provider who can?
*used link from your website

Terry Says

I always recommend people start with Wealthramp — and here’s a link to the explanation on my website.

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