Ms. Morris tailors her therapy to each client's individual needs with a client-focused, strengths-based perspective. She prioritizes creating a safe space for each client to explore his or her needs, wants, goals and concerns in an empowered manner..
Investment minimum: Fidelityâs minimum investment for brokerage accounts is $2,500; thatâs fairly high compared with other brokers. The companyâs minimum for IRAs is a much more reasonable $0, but that will get you only as far as the core position â in other words, cash.
0.300%. * The minimum Account value of Fee Investments is $100,000. In a fee-based account, clients pay a quarterly fee based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship..300%. * The minimum Account value of Fee Investments is $100,000. In a fee-based account, clients pay a quarterly fee based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship.