Independent advisor
Fidelity Wealth Management (Private Wealth Management)
Fidelity offers its own exchange fund to eligible clients through a Fidelity professional.
- Their fee
- Not disclosed
- Minimum
- $250K
- Onboarding
- Not disclosed
- Status
- Unknown
Fidelity advisory fee not disclosed for this route. The fund charges up to 0.54% of gross assets plus up to 0.50% administrative expenses. Some share classes carry a 1.5% placement fee and a 0.25% servicing fee, which go to the selling firm.
$250K in acceptable equity portfolios (Cache comparison page).
Fidelity does not publish offering windows or closing dates.
Qualified purchasers ($5M+ in investments).
Products they offer
Exchange funds
| Product | Product fee | All-in fee |
|---|---|---|
| Fidelity: Fidelity Exchange FundThe Fidelity exchange fund page links to 'Search for a Fidelity professional' and to a login-only private alternatives page. | 0.54%–1.04% | Not disclosed |
Sources
Checked 2026-10. Confidence: low.