Planning for Retirement - Help from Fidelity | The Planning Effect | Fidelity Investments

Fidelity Go^®

Let us handle the investing so you don't have to.

No account minimums²
Unlimited 1-on-1 coaching calls with a dedicated team of Fidelity advisors once your account balance reaches $25,000
Investments managed for you based on your preferences and unique financial situation

Fidelity^® Wealth Services

Planning & advice through a dedicated Fidelity advisor.

Customized planning and investment management
Minimum investment of $50,000 or $250,000 for a dedicated advisor³

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1. Clients with $250,000 or more at Fidelity may be eligible for dedicated Fidelity advisor access.

2. There is no minimum amount required to open a Fidelity Go account. However, in order for us to invest your money according to the investment strategy you've chosen, your account balance must be at least $10. The Fidelity Go program advisory fee is calculated and charged at the account level.

3. Fidelity® Wealth Services ("FWS") offers three service levels, each with its own fees, features, and eligibility requirements. Wealth Management service level clients must generally qualify for support from a dedicated Fidelity advisor, which is based on a variety of factors (for example, a client with at least $250,000 invested in eligible Fidelity account(s) would typically qualify). Account investment minimum is $50,000. For details, review the Program Fundamentals available online or through a representative.

Fidelity Go® and Fidelity® Wealth Services are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

821695.13.0