Your advisor1 will be focused on you and your loved ones. They’ll work closely with you to help bring your plans to life, giving your wealth the attention it deserves.
Staying invested over the long term is one of the best ways to achieve your financial goals. Working with an advisor can help you feel confident you’ve got the right plan in place through market ups and downs.
Your advisor will create an investment strategy by looking at your complete portfolio—even those accounts held at other firms. We can apply that strategy and manage some or all of your investments. As your life evolves, we can review and adjust your strategy to fit your needs.
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Meet Laura, one of our Wealth Management advisors, who gets to know her clients’ hopes and dreams to help them reach their goals.
As a Fidelity Wealth Management client, you have a dedicated advisor who has the full support of specialists, service professionals, and advanced planners.
Our team-based approach enables your advisor to focus on getting to know you while bringing in Fidelity professionals to support your needs ranging from managing financial transactions to specialized planning conversations, such as guidance around estate planning and Medicare.
Life doesn’t slow down, even for the important stuff. That’s why we’re available when you need us and how you want to work with us:
When Fidelity acts as a fiduciary1 we are legally required to put our clients' interest ahead of our own.
That means, if you choose to have your investments professionally managed by us, your advisor is required to have your best interest in mind.
Working with an advisor can help give you confidence.
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Use these tips to get more our of your meetings.
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Professional advice may give you the confidence you need to succeed.
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For those with more complex needs, our Fidelity Private Wealth Management® offering can provide unique ways to help grow, protect, and transition wealth.
A conversation with an advisor is the first step toward helping you find the right approach to reach your goals.
We can help you find the answers.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Screenshots are for illustrative purposes only.
1. Fidelity advisors are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services, LLC (FBS), a registered broker-dealer. Whether a Fidelity advisor provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose. Fidelity Wealth Services (FWS) 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 $500,000 invested in an eligible Fidelity account(s) would typically qualify). Account investment minimum is $50,000 for FWS. Clients with $500,000 or more at Fidelity may qualify for a single point of contact for support and guidance as needed without enrollment in an advisory program.
2. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
3. For those clients who choose professional investment management.
4. For those clients who meet minimum asset requirements.
5. StockBrokers.com 2024 Annual Awards, January 2024: Fidelity was ranked No. 1 overall out of 17 online brokers evaluated in the StockBrokers.com 2024 Annual Awards. Brokers were each assessed within nine primary categories: Commissions & Fees, Research, Platforms & Tools, Mobile Trading Apps, Investment Options, Customer Service, Education, Ease of Use, and Overall. Fidelity was named NerdWallet's 2024 winner for Best Broker for Beginning Investors, Best Online Broker for IRA Investors, Best App for Investing, Best Online Broker for Bond Investors, and 5 stars for Best Accounts for Stock Trading Results based on evaluating 16 brokers per category. ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.
6. To be eligible for Fidelity Private Wealth Management through Fidelity® Wealth Services, clients are subject to a qualification and acceptance process, and must typically invest at least $2 million, in the aggregate, in FWS and/or FSD and have investable assets of at least $10 million. For details, review Form ADV, Part 2A Brochure, available online or through a representative.
Fidelity has a broad range of offerings suited to different client needs. For more information, see our offering list (PDF) or speak with a representative.
Other than with respect to assets managed on a discretionary basis through an advisory agreement with Strategic Advisers LLC, you are responsible for determining whether, and how, to implement any financial planning recommendations presented, including asset allocation suggestions, and for paying applicable fees. Financial planning does not constitute an offer to sell, a solicitation of any offer to buy, or a recommendation of any security by Fidelity Investments or any third party.
Fidelity® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Personalized Portfolios accounts for a fee. Advisory services offered by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser. 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. Strategic Advisers, FBS, and NFS are Fidelity Investments companies.
Fidelity Brokerage Services, LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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