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  • The Fidelity Advisor 529 Plan

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Ty three portfolios including eight age-based, two static, and thirteen individual fund portfolios that provide financial advisors and their clients with a broad spectrum of investments to choose from.1 Low $20 annual fee waived for participants who have established a systematic investment plan or for accounts greater than $25,000. $1,000 minimum initial contribution, $50 additional contribution minimum. For accounts opened with a systematic investment plan, the minimum initial investmen.

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Refine Portfolio NamePortfolio #1 yr FA 529 Portfolio 2025 - Class I 3387 +9.74% FA 529 Portfolio 2028 - Class I 3388 +12.27% FA 529 Portfolio 2031 - Class I 3389 +14.52% FA 529 Portfolio 2034 - Class I 3394 +16.95%26 more rows

All accounts include access to a phone-based team of advisors, or a dedicated advisor for investments of $500,000 or more. Separately Managed Accounts – The minimum investment amount is $100,000. Advisory fees range from 0.2% to 1.5%.

Class A units for Age-Based, Static Allocation, and Individual Fund Portfolios are sold to eligible investors with a maximum front-end sales charge of 3.50%.

The Fidelity Advisor 529 Workplace Program makes saving for college easier for employees and their families—at no enrollment cost to the employer. Earn unlimited 2% cash back on every eligible net purchase2 when you redeem your Reward Points as a deposit into an eligible Fidelity-managed 529 account.

There are two types of 529 plans: direct-sold and advisor-sold. Advisor-sold plans tend to be more expensive than direct-sold and with these plans, you'll also want to consider management, maintenance and investment fees. Few investment choices.

529 savings plans 529 plans are flexible, tax-advantaged accounts designed specifically for education savings. Funds can be used for qualified education expenses at schools nationwide. Before you start you will need to know the child's date of birth, social security number and what investment choices you want.

Advisory fees range from 0.2% to 1.5%. Fees depend on the type of targeted-fund strategy. The fee includes the financial advisor and specific investment strategies.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232