Wealth Management

You can work with a dedicated advisor, who can help you build a flexible plan that's designed to adapt to your changing needs and help grow and protect your wealth over time.

It all starts with a conversation.

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A dedicated Fidelity advisor

Your advisor can help you define your goals, understand your options, and proactively work with you to develop and implement a clear plan.

Comprehensive planning

We can help you build a personalized plan around your full financial picture designed to help you pursue multiple goals, grow your wealth, and take care of the people who matter most to you.

Personalized investment management

Your advisor can help you choose an investment strategy based on your preferences and feelings about risk, which our investment team will proactively monitor so that it continues to meet your changing needs.

your-tax-situation_icon Tax-smart strategies

If you're concerned about the impact of taxes on your investments, we apply a range of tax-smart investment techniques1 to managed portfolios2 throughout the year designed to help you keep more of what you've earned.

How we can work together

Through one of our eligible advisory offerings

Wealth Management

Your Fidelity advisor will provide access to planning and ongoing investment management based on your financial picture.

General eligibility:
$250,000 managed through Fidelity® Wealth Services3

Gross advisory fee: 0.50%–1.50%4

Private Wealth Management

You'll have your own wealth management team, led by your Fidelity advisor, and comprehensive financial planning and investment management.

General eligibility:
$2 million managed through Fidelity® Wealth Services or Fidelity® Strategic Disciplines and $10 million or more in total investable assets5

Gross advisory fee: 0.20%–1.04%4, 6


Get the latest insights

Access articles, webinars, and ideas on wealth planning and investment strategies.
Fidelity - voted the most trusted wealth management company for 2020 icon Fidelity was voted the most trusted wealth management company for 2020 by the readers of Investor's Business Daily.7

Fidelity Rewards+®—exclusive benefits for investors like you

As a thank you for clients who invest at least $250,000 in professionally managed assets,8 we're offering a wide range of benefits including:

Highest cash back rate for everyday purchases

Waived minimum investments on select lower-cost money market funds, giving you more choice for investing your cash

3 layers of advanced identity protection from IDnotify®, a part of Experian®

Invest more, get more. It's that simple.

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Specialized offerings

Separately managed accounts

We offer portfolios of individual securities consisting of a single asset class that can be personalized in pursuit of a specific investment objective.

Fixed income and bond investing

We can help you evaluate whether purchasing individual bonds might be a good fit for you and may be able to potentially save up to $15 per bond.10

Wealth Advisor Solutions

Your Fidelity advisor can connect you with third-party investment advisors who offer specialized services like integrated tax planning and preparation, fully customizable investment solutions, and strategies for concentrated positions.

Trust services

We offer a range of trust solutions for inheritance and estate planning. We can act as trustee or co-trustee or, in some instances, serve as an agent for an individual trustee, providing clear communication and assistance with record keeping, disbursements, and tax returns.

It all starts with a conversation

Contact us today to set up an appointment.

Want to learn more about Wealth Management?