Wealth Management
Working with a dedicated advisor, you can build a flexible plan designed to help you grow and protect your wealth and adapt to meet your changing needs.
It all starts with a conversation.
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A wealth of opportunities
A personalized approach
Your advisor can create a personalized strategy around your full financial picture, focusing on the things that matter most to you.
Tax strategies
If you're concerned about the impact of taxes on your investments, we apply a range of tax-smart techniques throughout the year designed to help you keep more of what you've earned.
Straightforward recommendations
We'll clearly lay out your options and offer straightforward investing advice and guidance.
How we can work together
Wealth Management
Your advisor will provide access to planning and ongoing investment management based on your financial picture.
- Specific planning recommendations around your priorities and preferences
- Tax strategies that can help reduce taxes on your portfolio
- Access to comprehensive planning sessions around things like retirement and legacy planning that can help you manage risks and identify opportunities
Minimum investment: $250,000 managed through Fidelity® Wealth Services1
Annual investment advisory fee: 0.50% – 1.50%2
Private Wealth Management
You'll have your own wealth management team, led by your advisor, and comprehensive financial planning and investment management.
- Your team will create a tailored plan designed around your financial picture
- Direct access to your own Fidelity investment manager, who will create a personalized investment strategy for you
- Receive ongoing guidance around charitable giving, estate planning, and legacy building to help you meet the needs of your family for generations to come
- If you work with outside financial professionals, such as attorneys or accountants, your team can work with them to help ensure a more seamless approach
Minimum investment and general eligibility: $2 million managed through Fidelity® Wealth Services,1 and $10 million or more in total investable assets3
Annual investment advisory fee: 0.50% – 1.05%2
Additional services
Managed Accounts
Learn more about our wide range of investment solutions that can be customized to help you meet your goals.
Wealth Advisor Solutions
Enables your Fidelity advisor to offer you access to specialized investment services from our network of independent registered investment advisers; minimums and fees vary by adviser and strategy
Fidelity Family Office Services
Provides custody, brokerage, investment, and reporting services to single family offices, wealthy families, and the advisors who serve them
Let's talk about how we can work together
Call or visit us today to set up an appointment.
