{
  "name": "Wealth Management Advisory",
  "edition_label": "October 2026",
  "edition_updated_at": "2026-10-11",
  "slug": "wealth-management-advisory",
  "kind": "subcategory",
  "parent_slug": "financial-services-fintech",
  "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory",
  "scope": "Category research. Verified account AOV aggregate supplied separately.",
  "directory_status": "deferred",
  "page_readiness": "published",
  "directory_notice": null,
  "benchmark": {
    "status": "verified_aggregate",
    "slug": "wealth-management-advisory",
    "parent_slug": "financial-services-fintech",
    "cohort_scope": "exact_child",
    "median_aov_usd": 20.35,
    "p25_aov_usd": 0.64,
    "p75_aov_usd": 196.79,
    "metric_window": null,
    "scope_label": "Equal-weight account aggregate · Reporting period not supplied",
    "methodology": "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.",
    "read_at": "2026-10-11T14:08:03.549255+00:00",
    "period_label": "Dated snapshot · underlying reporting period not supplied",
    "citation": "Madgicx Research & Labs. Wealth Management Advisory account AOV: median $20.35; middle 50% $0.64–$196.79. Snapshot read 2026-10-11T14:08:03.549255+00:00; underlying reporting period not supplied. https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark",
    "source": {
      "name": "Madgicx Research & Labs",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark"
    }
  },
  "metric_definitions": [],
  "metric_definitions_scope": "Definitions only; no ACV, MRR or ARPU benchmark or measured correlation is supplied.",
  "brands": null,
  "answers": [
    {
      "group": "In this category",
      "id": "answer-financelegalgambling1-wealth-management-advisory-1",
      "question": "Does Fidelity Wealth Services' $50,000 minimum guarantee a dedicated advisor?",
      "text": "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.",
      "context": "",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-financelegalgambling1-wealth-management-advisory-1",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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.  Source: https://www.fidelity.com/wealth/wealth-management-offerings?selectTab=1 Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-financelegalgambling1-wealth-management-advisory-1",
      "source_url": "https://www.fidelity.com/wealth/wealth-management-offerings?selectTab=1"
    },
    {
      "group": "In this category",
      "id": "answer-financelegalgambling1-wealth-management-advisory-2",
      "question": "Does Fidelity Advisory Services mean one dedicated advisor manages every relationship?",
      "text": "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.",
      "context": "",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-financelegalgambling1-wealth-management-advisory-2",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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.  Source: https://www.fidelity.com/wealth/wealth-management-offerings?selectTab=1 Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-financelegalgambling1-wealth-management-advisory-2",
      "source_url": "https://www.fidelity.com/wealth/wealth-management-offerings?selectTab=1"
    },
    {
      "group": "In this category",
      "id": "answer-financelegalgambling1-wealth-management-advisory-3",
      "question": "What does Fidelity's Private Wealth Management asset threshold actually establish?",
      "text": "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.",
      "context": "",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-financelegalgambling1-wealth-management-advisory-3",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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.  Source: https://www.fidelity.com/wealth/personalized-portfolios Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-financelegalgambling1-wealth-management-advisory-3",
      "source_url": "https://www.fidelity.com/wealth/personalized-portfolios"
    },
    {
      "group": "In this category",
      "id": "answer-financelegalgambling1-wealth-management-advisory-4",
      "question": "Can Fidelity managed-portfolio campaign copy imply guaranteed growth or tax savings?",
      "text": "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.",
      "context": "",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-financelegalgambling1-wealth-management-advisory-4",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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.  Source: https://www.fidelity.com/wealth/personalized-portfolios Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-financelegalgambling1-wealth-management-advisory-4",
      "source_url": "https://www.fidelity.com/wealth/personalized-portfolios"
    },
    {
      "group": "Read the benchmark",
      "id": "answer-median-aov",
      "question": "What is the average order value benchmark for Wealth Management Advisory?",
      "text": "The median account AOV for Wealth Management Advisory is $20.35 USD. This is the middle account-level average order value in the benchmark.",
      "context": "USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-median-aov",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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. Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-median-aov",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark"
    },
    {
      "group": "Read the benchmark",
      "id": "answer-aov-range",
      "question": "What is the typical AOV range in Wealth Management Advisory?",
      "text": "The middle 50% of account AOVs runs from $0.64 to $196.79 USD. This is the interquartile range, not the minimum and maximum.",
      "context": "USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-aov-range",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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. Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-aov-range",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark"
    },
    {
      "group": "Read the benchmark",
      "id": "answer-lower-quartile-aov",
      "question": "What is the lower-quartile AOV?",
      "text": "The 25th-percentile account AOV is $0.64 USD. It marks the lower edge of the middle 50% of this distribution.",
      "context": "USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-lower-quartile-aov",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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. Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-lower-quartile-aov",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark"
    },
    {
      "group": "Read the benchmark",
      "id": "answer-upper-quartile-aov",
      "question": "What is the upper-quartile AOV?",
      "text": "The 75th-percentile account AOV is $196.79 USD. It marks the upper edge of the middle 50%, not a performance target.",
      "context": "USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-upper-quartile-aov",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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. Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-upper-quartile-aov",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark"
    },
    {
      "group": "Read the benchmark",
      "id": "answer-aov-calculation",
      "question": "How is account AOV calculated for this benchmark?",
      "text": "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.",
      "context": "USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-aov-calculation",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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. Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-aov-calculation",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark"
    },
    {
      "group": "Put it in context",
      "id": "answer-median-or-mean",
      "question": "Is this the mean AOV across all orders?",
      "text": "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.",
      "context": "USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-median-or-mean",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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. Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-median-or-mean",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark"
    },
    {
      "group": "Put it in context",
      "id": "answer-benchmark-period",
      "question": "What dates does this AOV benchmark cover?",
      "text": "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.",
      "context": "USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-benchmark-period",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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. Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-benchmark-period",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark"
    },
    {
      "group": "Put it in context",
      "id": "answer-benchmark-coverage",
      "question": "Which industry or subcategory does this benchmark cover?",
      "text": "This benchmark covers exact Wealth Management Advisory classifications under Financial Services & Fintech. It excludes the parent industry and sibling subcategories.",
      "context": "USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-benchmark-coverage",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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. Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-benchmark-coverage",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark"
    },
    {
      "group": "Put it in context",
      "id": "answer-compare-aov",
      "question": "How can I compare my AOV with this benchmark?",
      "text": "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.",
      "context": "USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-compare-aov",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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. Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-compare-aov",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark"
    },
    {
      "group": "Put it in context",
      "id": "answer-aov-performance",
      "question": "Does an above-median AOV mean better advertising performance?",
      "text": "The comparison describes position in the account AOV distribution, not profitability. It is not a performance score.",
      "context": "USD · Equal-weight account aggregate. Snapshot read 11 October 2026; underlying reporting period not supplied.",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-aov-performance",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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. Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-aov-performance",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#benchmark"
    },
    {
      "group": "Use this research",
      "id": "answer-download-research",
      "question": "Can I download this industry research?",
      "text": "The exports section provides this edition in Markdown and JSON, along with a research index. This private draft is not licensed for public redistribution.",
      "context": "",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-download-research",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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.  Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#reuse Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-download-research",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#reuse"
    },
    {
      "group": "Use this research",
      "id": "answer-cite-research",
      "question": "How should I cite a finding from this page?",
      "text": "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.",
      "context": "",
      "url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-cite-research",
      "citation": "Madgicx Research & Labs. Wealth Management Advisory. 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.  Source: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#reuse Answer: https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#answer-cite-research",
      "source_url": "https://madgicx.com/labs/industries/financial-services-fintech/wealth-management-advisory#reuse"
    }
  ]
}