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Fidelity Private Client Group®

For customers with more than $1,000,000 in assets, this premier program provides a dedicated team who knows your financial situation and offers investment guidance—all at an outstanding value.

Expect Fidelity’s best

Your financial consultant
With a thorough understanding of your investment needs, your financial consultant is committed to helping you build, manage, and preserve your wealth while providing overall guidance regarding your investment portfolio.

Manage your assets
Supporting your financial consultant is a team of associates available to help you with all your transactions, and to answer your questions about trading, fixed income, annuities, account management, service requests, or using Fidelity.com.

Choose your level of investment guidance
You can manage your portfolio on your own, work with Fidelity’s professionals to receive guidance, or have Fidelity manage your money for you.

In addition to the guidance you receive from your financial consultant, Fidelity offers a wealth of information and online tools to help with your investment strategy.

Fidelity Guided Portfolio SummarySM  lock_green
Fidelity GPSSM uses clear analysis and bold visuals to help make it easier than ever to monitor your investments.1

Retirement resources
Take advantage of our planning tools and learn more about steps you can take to prepare for retirement.

Estate planning
Learn how you can control the distribution of your wealth with estate planning basics and information on establishing a personal trust.

Charitable planning
Integrate your charitable giving into your financial plan with The Fidelity® Charitable Gift Fund.2

Equity compensation analysis
If you’re eligible for equity compensation, your Private Client Group team can provide a stock plan investments analysis report3 to help you evaluate your equity compensation holdings, analyze the risks and rewards, and determine when to exercise your options.

Life insurance consultation
To create a safety net for your beneficiaries and help ensure your family’s financial goals will be met, Fidelity offers you access to diverse life insurance products. If you’re also concerned with building flexibility into your plan for long-term custodial care, your financial consultant can help you understand your long-term care insurance options.

Range of investments
Trade stocks, options, mutual funds, ETFs, bonds, and CDs.

Trading at Fidelity
Enjoy our lowest pricing on trades, as well as free research, stock screeners and alerts, and advanced trading tools.

Managed Accounts
Let our investment professionals manage your portfolio and do the investing for you so you can focus on other aspects of your life.

Fidelity Wealth Advisor Solutions®
Talk to your financial consultant about a referral to an independent, registered investment advisor who can provide customized portfolio management, advice, and specialized products.4

Receive exceptional services and benefits that further support your financial needs and extend the advantages of this exclusive program.

Fidelity’s lowest pricing
No-annual-fee online trading,5 competitive margin rates,6 and waivers of certain fees.

Access to advanced trading tools
Download software like Active Trader Pro® to help you trade faster, better, and smarter.

Expedited resolutions of any service issues you may have
Your account team is ready to help you with all of your transactions and service questions.

Exclusive invitations
Participate in a range of complimentary events, including special meetings with portfolio managers, conference calls with market strategists, and forums with nationally known financial experts.

Questions?

Call a Private Client Group representative

Guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.

1. Fidelity Guided Portfolio Summary (Fidelity GPS) is provided for educational purposes only and is not intended to provide legal, tax, investment or insurance advice, nor should it be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Fidelity or any third party. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your legal or tax professional regarding your specific situation.
2. The Fidelity® Charitable Gift Fund (“Gift Fund”) is an independent public charity with a donor-advised fund program. Various Fidelity companies provide investment management and administrative services to the Gift Fund.
3. Analytics provided through Net Worth Strategies. Net Worth Strategies is a third party service provider that is not affiliated with Fidelity.
4. The advisor charges fee-based, asset-based or flat rate investment advisory service fees (which may include hourly fees).
5. $7.95 commission applies to online U.S. equity trades for Fidelity Brokerage Services LLC retail clients; other conditions may apply. See the brokerage commission and fee schedule (PDF) for details.
6. Margin trading entails greater risk, including but not limited to risk of loss and incurrence of margin interest debt, and is not suitable for all investors. Please assess your financial circumstances and risk tolerance prior to trading on margin. Margin credit is extended by National Financial Services, Member NYSE, SIPC.

Fidelity Private Client Group® program membership is generally available to investors whose eligible retail household relationship assets are over $1 million, of which at least $500,000 is registered under the same Social Security number (SSN) or tax identification number (TIN) or lists the same SSN or TIN for the custodian of a Uniform Gifts/Transfers to Minors Act account. Eligible Fidelity retail accounts generally include those maintained by Fidelity Brokerage Services or held in Portfolio Advisory Services accounts [excluding assets maintained through Fidelity-recordkept retirement saving plans, such as 401(k) and 403(b) plan assets]. Household relationship assets will be determined by aggregating the assets of eligible retail accounts held by the investor and his or her immediate family members who reside at the same address.

Qualification criteria (e.g., asset level) for the Fidelity Private Client Group® program are subject to periodic review by Fidelity and may change at any time. Fidelity reserves the right to discontinue membership in any program or to reassign clients, without prior notification, to the appropriate program tier if clients fail to continue to meet the applicable qualification criteria. Fidelity reserves the right to amend or cancel selected features and benefits at any time without prior notification. In addition, ongoing access by any particular customer to individual products and services is subject to periodic review and may be restricted based on criteria established solely by Fidelity. Although the Fidelity Private Client Group program is complimentary, some underlying products and services may charge fees and expenses. Fidelity does not guarantee any level of service.

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