I’m a happy high-value Fidelity client, but what you describe above isn’t likely at all in my experience.tuningfork wrote: ↑Mon Mar 11, 2024 6:39 pm If EJ is nearby, Fidelity likely has an office nearby as well.
Fidelity has around 200 retail offices in the US, and Edward Jones claims more than 15,000. For example, here in Idaho Fidelity only has one retail location, located 250 miles away, and EJ has over 100 scattered around the state. That difference is pretty much key to EJ’s “advisor next door” business model and their need to charge higher fees to support it.