Fidelity Private Wealth Management®
Protecting and growing your wealth starts with a clear vision and advice for today and tomorrow. Your dedicated Fidelity advisor and wealth management team can provide extensive financial experience, comprehensive planning and investment guidance, and personal service.
It starts with a conversation. Call us at 800-343-3548
Advisory offering through Fidelity® Wealth Services or Fidelity® Strategic Disciplines
$2 million managed through Fidelity® Wealth Services or Fidelity® Strategic Disciplines1
$10 million or more in total investable assets1
Gross advisory fee:
0.20% –1.04%2, 3
Additional services available at Fidelity
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
Contact us today to set up an appointment.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction.
Other than with respect to assets managed on a discretionary basis through an advisory agreement with Fidelity Personal and Workplace Advisors LLC, you are responsible for determining whether, and how, to implement any financial planning recommendations presented, including asset allocation suggestions, and for paying applicable fees. Financial planning does not constitute an offer to sell, a solicitation of any offer to buy, or a recommendation of any security by Fidelity Investments or any third party.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917