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, proactively monitoring those investments so that they continue 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 techniques to Portfolio Advisory Services Accounts1 throughout the year designed to help you keep more of what you've earned.1

How we can work together

Advisory offering through Fidelity® Wealth Services

Wealth Management

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

Minimum investment:
$250,000 managed through Fidelity® Wealth Services2

Annual investment advisory fee: 0.50% – 1.50%3

Private Wealth Management

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

Minimum investment:
$2 million managed through Fidelity® Wealth Services,2 and $10 million or more in total investable assets4

Annual investment advisory fee: 0.50% – 1.05%3

Introducing Fidelity Rewards+SM—exclusive benefits for investors like you

As a thank you for clients who invest at least $250,000 in professionally managed assets,5 we're offering a wide range of benefits including:

The only card that earns you up to 3% cash back6 on everyday purchases

Exclusive access to many of our highest-yielding money market funds

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

Be one of the first to enroll and receive a special offer.

Learn more

It all starts with a conversation

Call or visit us today to set up an appointment.