Fidelity® Wealth Management
A dedicated Fidelity advisor can work with you to help create a plan for your full financial picture, collaborating with you on changes as your needs evolve.
Knowing you have a plan focused on what's most important to you—that's The Planning EffectSM. And it starts with a conversation.
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A dedicated Fidelity advisor
Your advisor1 will get to know you and what's important to you. Together, you'll partner on a customized plan designed to help grow and protect your wealth.
We can help you build a personalized plan around your full financial picture, covering topics like retirement, taxes, health care, and estate planning.
Personalized investment management
We can manage your portfolio to help grow and protect your wealth. This includes factoring in your preferences and feelings toward risk, with ongoing monitoring and rebalancing.
Get our latest Insights and perspectives on the markets
Insights from Fidelity Wealth ManagementSM is your go-to source for the latest economic news and thinking on the current markets from top Fidelity thought leaders and our partners.
How we can work together
Fidelity® Wealth Management
Your Fidelity advisor will provide access to planning and ongoing investment management based on your financial picture.
$250,000 managed through Fidelity® Wealth Services2
Gross advisory fee: 0.50%–1.50%3
Fidelity Private Wealth Management®
You'll have your own wealth management team, led by your Fidelity advisor, and comprehensive financial planning and investment management.
$2 million managed through Fidelity® Wealth Services or Fidelity® Strategic Disciplines and $10 million or more in total investable assets4
Gross advisory fee: 0.20%–1.04%3, 5
Fidelity was voted the most trusted wealth management company for 2022 by the readers of Investor's Business Daily.8
Fidelity Rewards+®—exclusive benefits for investors like you
As a thank you for clients who invest at least $250,000 in professionally managed assets,9 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.
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 could potentially save you up to $15 per bond.11
Fidelity 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.
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 recordkeeping, disbursements, and tax returns.
It all starts with a conversation
Contact us today to set up an appointment.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
To be eligible for Fidelity Private Wealth Management through Fidelity® Wealth Services ("FWS") or Fidelity® Strategic Disciplines ("FSD"), 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 the relevant Program Fundamentals, available online or through a representative.
For clients who prefer single-asset class strategies, Strategic Advisers employs multiple tax-smart investing techniques proactively to seek to enhance after-tax returns in Fidelity Tax-Managed U.S. Equity Index Strategy and Fidelity Tax-Managed International Equity Index Strategy accounts enrolled in Fidelity® Strategic Disciplines. For taxable accounts in the Fidelity Equity Income Strategy, Fidelity International Equity Strategy, and Fidelity U.S. Large Cap Equity Strategy through Fidelity Strategic Disciplines, Strategic Advisers could also implement tax-smart investing techniques, on a limited basis, consistent with the strategy, although tax management is not a primary goal of these strategies. See the Fidelity Strategic Disciplines Program Fundamentals (PDF) for program details or speak with a Fidelity advisor.
Minimum markup or markdown of $19.95 applies if traded with a Fidelity representative. For U.S. Treasury purchases traded with a Fidelity representative, a flat charge of $19.95 per trade applies. A $250 maximum applies to all trades, reduced to a $50 maximum for bonds maturing in one year or less. Rates are for U.S. dollar-denominated bonds; additional fees and minimums apply for non-dollar bond trades. Other conditions may apply; see Fidelity.com/commissions for details. Please note that markups and markdowns may affect the total cost of the transaction and the total, or "effective," yield of your investment. The offering broker, which may be our affiliate, National Financial Services LLC, may separately mark up or mark down the price of the security and may realize a trading profit or loss on the transaction.
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
You could lose money by investing in a money market fund. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Before investing, always read a money market fund’s prospectus for policies specific to that fund.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917