I'd like help from Fidelity
Whether you want to work with a dedicated advisor1 to help you with planning and investing or just need occasional guidance, we offer a range of options and account types, including traditional, Roth, and rollover IRAs.
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
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917