Wealth Planning

Wherever you go with your life, Fidelity grows with you. Let's build a long-term road map for your financial future.

Invest for today and tomorrow

Our trusted investment managers apply deep experience to strategies designed to both build and protect your wealth.

Get one-on-one advice & guidance

Our financial professionals will pinpoint strategies and products tailored to your goals, and help you reassess as your needs change.

Plan for the future

We'll help you look ahead for changes and opportunities—our goal is to help you maintain your lifestyle and work toward a lasting legacy.

Our financial professionals will work with you to provide:

 

  • Straightforward guidance to help you evaluate and make decisions for building and protecting your wealth
  • Personalized investing advice for your goals1
  • Guidance for reducing or deferring taxes to help you keep more of your investment earnings
  • Strategies for retirement, inheritance and estate planning, and more

Wealth planning services

Private Client Group


Sometimes, a trusted partnership can make all the difference when you want help for multiple goals and important financial decisions. You'll have your own Financial Consultant, who will help you create a plan, provide personalized suggestions, and meet with you annually (or more often) for portfolio reviews. You'll also get access to planning specialists, support from a service team, and help connecting to the right tools and resources.


Fee

No service fee2


Minimum

$250,000 invested with Fidelity

Private Wealth Management3


Imagine what you can achieve with the full power of Fidelity. Through Fidelity Wealth Management Advisory® you'll have your own Wealth Management Adviser and access to your dedicated Investment Manager for a comprehensive approach. You'll receive tailored investment advice and management and access to multi-account solutions. And, we can coordinate with your attorneys and other outside relationships at your request. You'll benefit from specialized wealth strategies, planning for your family and legacy, and a holistic approach to your full financial picture.


Fee

Gross Advisory Fee4 0.40% – 1.15%5


Minimum

$2 million or more managed by Fidelity

To learn more, talk with a Fidelity financial professional.

800-544-5704

Additional services

Wealth Advisor Solutions
Our goal is to help you create a comprehensive strategy that is aligned with your needs, which may include investing solutions that are not provided by Fidelity. Our Wealth Advisor Solutions network of independent, registered investment advisors enables us to offer you a referral to a unaffiliated advisor who you may engage in order to obtain additional, specialized investment advice to supplement or deeply customize your portfolio. Minimums and advisory fees vary by advisor and strategy.


Fidelity Family Office Services
Custody, brokerage, investment, and reporting services for Family Office executives and members.