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

Minimum investment:

$2 million managed through Fidelity® Wealth Services or Fidelity® Strategic Disciplines1

General eligibility:

$10 million or more in total investable assets1

Gross advisory fee:

0.20% –1.04%2, 3

An integrated approach to your investments

Based on an understanding of your long-term vision and feelings about risk, your advisor can work with your investment team to help build an appropriate investment strategy.

  • Based on a review of your current portfolio, preferences, and objectives, we can provide an appropriate investment strategy aligned to your overall goals across multiple accounts
  • Direct access to an investment specialist who can explain the investment decisions we make on your behalf
  • Active management of your investments, with a focus on mitigating risk, seeking growth opportunities, and reducing the impact of taxes4 where appropriate

For eligible clients, we also offer access to unique investment opportunities and sophisticated investment styles.

A planning approach focused on you

Your Fidelity advisor will work closely with you to better understand you and your family's needs, then help you create a plan designed to help you meet those needs and accomplish your long-term goals.

  • A deep review of your current financial strategies, with a focus on your family's financial goals
  • Access to wealth planning specialists with deep expertise in the complexities involved with managing significant assets
  • A comprehensive plan that can evolve as needed through regular reviews

Legacy building and estate planning

Your Fidelity advisor will work with you to protect your family's long-term needs for the next generation and beyond, coordinating your strategies around your estate, charitable giving, and the establishment of a long-term family legacy.

Holistic protection, inheritance, and estate planning

  • We can provide guidance around the benefits and complexities of estate planning and trust services
  • Guidance designed to help you plan for transferring, donating, or preserving your assets, based on a review of your current estate plan
  • Coordination with your attorneys, accountants, or other outside professionals

Personal legacy building and family engagement

  • Support of a trusted advisor who can help you discuss your plan with your family
  • Anticipate decision points, be ready to manage transitions, and help your loved ones understand your vision
  • Provide suggestions to help align your wealth strategies to the needs of your family now and for future generations

Advisor spotlight

"My goal is to develop long-term relationships with my clients and their families that are built on trust, inspired by their personal experience and goals, and delivered through world-class financial and investing resources."

Dylan Sanders, VP

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