Fidelity Private Wealth Management®

Imagine what you can achieve with the full power of Fidelity. Through Fidelity Wealth Management Advisory® you can have your own wealth management team for comprehensive investing advice, financial planning, and service.

Ready to get started?


Connect with an advisor

Summary

Through Fidelity Wealth Management Advisory®1:

Minimum investment:

$2 million managed by Fidelity


General eligibility:
$10 million or more in total investable assets


Annual investment advisory fee2:
0.40%–1.15%

Features

  • A comprehensive wealth plan for you and your family
  • Your own investment manager for access to ongoing advice and portfolio management
  • Coordination with our financial specialists and your outside advisors, such as attorneys or accountants
  • Your own service associate
  • Access and communication with your advisor based on your needs and preferences

Advisor spotlight

"My goal is to develop long-term relationships with my clients and their families that are built on trust, inspired by their personal experience and goals, and delivered through world-class financial and investing resources."


Dylan Sanders, VP

Ready to get started?