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.
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.
In addition to the guidance you receive from your account executive, Fidelity offers a wealth of information and online tools to help with your investment strategy.
Fidelity Guided Portfolio SummarySM
Fidelity GPSSM uses clear analysis and bold visuals to help make it easier than ever to monitor your investments.1
Take advantage of our planning tools and learn more about steps you can take to prepare for retirement.
Learn how you can control the distribution of your wealth with estate planning basics and information on establishing a personal trust.
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 account executive 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.
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 account executive 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.
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.