Direct platform
Fidelity Investments (retail)
Fidelity sells Managed FidFolios direct indexing to its own retail clients with a $5,000 minimum.
- Their fee
- The product fee only
- Minimum
- $5K
- Onboarding
- Not disclosed
- Status
- Open
0.40% annual fee.
Direct indexing only. Fidelity as an RIA custodian is a separate record (fidelity-institutional-custody).
Products they offer
Direct indexing
| Product | Product fee | All-in fee |
|---|---|---|
| Fidelity: Managed FidFolios | 0.40% | 0.40% |
Sources
Checked 2026-10. Confidence: medium.