Take advantage of everything Fidelity has to offer

A financial plan that aligns with your life is based on a straightforward conversation about your finances and goals. By offering a comprehensive wealth planning review, we can help you decide whether you're on the right path or if you should consider a new direction.

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Just some of the ways we can help you with your wealth management needs

Tax-smart investing

We can explore multiple tax-smart techniques1 designed to help you keep more of what you earn.

Planning & risk assessment

We can look at the balance of risk and return in your portfolio and help you develop a plan to weather different market conditions.

Fixed income & bond investing

We can help you evaluate whether purchasing individual bonds might be a good fit for you and may be able to save you up to $15 per bond.2

How Fidelity is working for you every day

We're continually looking for ways to create better financial futures for clients like you, whether that means working with you to build a financial plan, helping you to grow and protect your wealth, or adding value wherever possible.

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Exclusive benefits for Wealth Management clients

As a Wealth Management client with at least $250,000 in eligible professionally managed assets,4 you have access to a wide range of exclusive benefits, including up to 3% credit card cash back5 with no category restrictions or limits on rewards, waived minimum investments on a wide range of our lower-cost money market funds, and 3 layers of advanced identity protection from IDnotify®, a part of Experian®.

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How we can work together

Through one of our eligible advisory offerings

Wealth Management

Your Fidelity advisor will provide access to planning and ongoing investment management based on your financial picture.

General eligibility:
$250,000 managed through Fidelity® Wealth Services6

Gross advisory fee: 0.50%–1.50%7

Private Wealth Management

You'll have your own wealth management team, led by your Fidelity advisor, and comprehensive financial planning and investment management.

General eligibility:
$2 million managed through Fidelity® Wealth Services or Fidelity® Strategic Disciplines and $10 million or more in total investable assets8

Gross advisory fee: 0.20%–1.04%7, 9

It all starts with a conversation

Contact us today to set up an appointment.