$20.35
Average order value
Median account AOV · USD
$0.64 to $196.79Middle 50% of account AOVs
Reporting period unspecified · Snapshot read 2026-10-11Scope & method
Financial Services & Fintech492 / 552
Madgicx Research & Labs
Wealth Management Advisory
Median account AOV: $20.35 USD.
MADGICX / LABSINDUSTRY RESEARCH
Category benchmark
USD · Account AOVEnter your average order value to see where it sits.
Within Financial Services & Fintech
More in this industry. 8
Questions, answered.AOV, context & using this research16 answers
In this category
Does Fidelity Wealth Services' $50,000 minimum guarantee a dedicated advisor?
Fidelity states a $50,000 FWS account minimum, while dedicated-advisor support generally depends on several factors; $500,000 in eligible Fidelity accounts is a typical example. Those are separate qualifications. Suggested measurement: distinguish program enrollment from the specific advisor-access service accepted.
Does Fidelity Advisory Services mean one dedicated advisor manages every relationship?
Fidelity describes Advisory Services through FWS as financial planning and discretionary investment management for a fee, with phone-based access to a team of advisors. Its other FWS levels have separate features and eligibility. Name the service level rather than implying identical advisor access across the program.
What does Fidelity's Private Wealth Management asset threshold actually establish?
Fidelity says Private Wealth Management clients undergo qualification and acceptance and typically invest at least $2 million collectively in FWS or FSD while having at least $10 million in investable assets. Suggested measurement: treat these as service-qualification conditions, separate from acceptance or any promised investment result.
Can Fidelity managed-portfolio campaign copy imply guaranteed growth or tax savings?
Fidelity says investment value can rise or fall, diversification does not guarantee profit or prevent loss, and its tax-smart techniques do not guarantee lower overall tax liabilities. Suggested measurement: distinguish advisory enrollment from investment or tax outcomes; this provider documentation does not establish either result for an individual.
Read the benchmark
What is the average order value benchmark for Wealth Management Advisory?
The median account AOV for Wealth Management Advisory is $20.35 USD. This is the middle account-level average order value in the benchmark.
USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.
What is the typical AOV range in Wealth Management Advisory?
The middle 50% of account AOVs runs from $0.64 to $196.79 USD. This is the interquartile range, not the minimum and maximum.
USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.
What is the lower-quartile AOV?
The 25th-percentile account AOV is $0.64 USD. It marks the lower edge of the middle 50% of this distribution.
USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.
What is the upper-quartile AOV?
The 75th-percentile account AOV is $196.79 USD. It marks the upper edge of the middle 50%, not a performance target.
USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.
How is account AOV calculated for this benchmark?
Each account value is purchase ROAS multiplied by cost per purchase in USD. The benchmark reports the median and middle 50% of those account values. Accounts are counted once and receive equal weight.
USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.
Put it in context
Is this the mean AOV across all orders?
No. It is the median of account-level average order values. Each account receives equal weight; it is not a pooled average of every order.
USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.
What dates does this AOV benchmark cover?
The snapshot was read on 11 October 2026. The underlying reporting period was not supplied. The October 2026 label identifies the page edition, not the period in which the advertising results were measured.
USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.
Which industry or subcategory does this benchmark cover?
This benchmark covers exact Wealth Management Advisory classifications under Financial Services & Fintech. It excludes the parent industry and sibling subcategories.
USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.
How can I compare my AOV with this benchmark?
Enter your AOV in USD in the comparison field above. It shows the difference from the median and whether your value falls below, within or above the middle 50%. Your entered amount stays on this page.
USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.
Does an above-median AOV mean better advertising performance?
The comparison describes position in the account AOV distribution, not profitability. It is not a performance score.
USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.
Use this research
Can I download this industry research?
The exports section provides this edition in Markdown and JSON, along with a research index. This private draft is not licensed for public redistribution.
How should I cite a finding from this page?
When reuse is permitted, credit Madgicx Research & Labs and link to the exact source. Keep its snapshot date and scope. This private draft is not licensed for public redistribution.
Keep exploring
Connected industries.
Behind the numbers
Small print.
Clear boundaries.
Benchmark scope
Benchmark snapshot read 11 October 2026.
Equal-weight account aggregate · Reporting period not supplied
Median and middle 50% of account-level average order values. Each account value is purchase ROAS multiplied by cost per purchase in USD. Successful classifications, including manual corrections, with positive finite spend, purchases, ROAS and cost per purchase. Accounts are counted once with equal weight. Quartiles use linear interpolation. Root cohorts include direct root classifications and their child categories; exact-child cohorts exclude parent and sibling categories. The source selects the highest-spend coverage row per account among snapshots dated within the preceding 30 days; the underlying reporting period is not supplied. This is a dated aggregate advertising-data snapshot, not business-wide AOV or a census. Comparison colors describe position in the account AOV distribution, not profitability. Your entered amount stays on this page.
Category scope
Individually authored category research. The brand directory is deferred for this private draft. Taxonomy membership does not establish benchmark coverage.
Exports & citation detailsMarkdown · JSON · Embed
When reuse is permitted, credit Madgicx Research & Labs and link to the exact source. Keep its snapshot date and scope. This private draft is not licensed for public redistribution.