• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

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

Manage your assets
Supporting your account executive 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.

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. Fidelity® Personalized Portfolios is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity® Personalized Portfolios may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., a registered investment adviser; Fidelity Personal Trust Company, FSB (“FPT”), a federal savings bank; or Fidelity Management Trust Company (“FMTC”). Nondeposit investment products and trust services offered through FPT and FMTC and their affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. This service provides discretionary money management for a fee.
Brokerage services provided by Fidelity Brokerage Services LLC. Custody and other services provided by National Financial Services LLC. Both are Fidelity Investments companies and members of NYSE and SIPC.
5. The advisor charges fee-based, asset-based or flat rate investment advisory service fees (which may include hourly fees).
6. $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.
7. 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 which list 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, LLC or which are held in Portfolio Advisory Services accounts (excluding assets maintained through workplace retirement saving plans recordkept by Fidelity, such as 401(k) or 403(b) plan assets). Household relationship assets will be determined by aggregating the assets of eligible retail accounts held by the investor and their 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 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 upon criteria established solely by Fidelity. While the Fidelity Private Client Group program is a complimentary program, some underlying products and services may charge fees and expenses. Fidelity does not guarantee any level of service.

498309.8.1