Work with our team of advisors¹ to create an investment strategy and financial plan focused on what’s important to you.
Eligibility for Fidelity® Advisory Services through Fidelity® Wealth Services starts at $50,0001.
An actively managed portfolio that uses tax‑smart techniques2 and is adjusted as your needs change.
A strategy that considers all your accounts, even the ones we don’t manage, so decisions can be made with your full financial picture in mind.
Unlimited access to our team of advisors, who will understand you, your portfolio, and what you’re investing for.
Once we’ve determined a strategy that makes sense for you, we’ll start managing your investments. We’ll make trades as the markets change, and will check in with you to review and adjust your strategy to fit your needs.
We’ll review your plan with you annually, and may follow up at other times throughout the year. You can also schedule a phone or video call with a member of our team whenever you’d like. No matter who you speak with, they’ll be able to pick up where your last conversation left off.
Throughout the year, we’ll try to enhance your after-tax returns so your money can stay invested with a chance to grow:
Use these tips to get more out of your meetings.
5 min 
Professional advice may give you the confidence you need to succeed.
6 min Give us a call at 800-343-3548 to talk now, or schedule time to talk later.
If you’re looking for a more personalized way to plan and invest, we can help.
We can help you get started.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
1. Fidelity Wealth Services offers three service levels: Fidelity Advisory Services, Fidelity Wealth Management, and Fidelity Private Wealth Management. Each level has its own fees, features, and eligibility requirements. Clients enrolled in the Fidelity Advisory Services receive phone-based access to a team of advisors.
2. Tax-smart investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, Strategic Advisers LLC (Strategic Advisers), 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.
The images, graphs, tools, and videos are for illustrative purposes only.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
Other than with respect to assets managed on a discretionary basis through an advisory agreement with Strategic Advisers 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® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Personalized Portfolios accounts for a fee. Advisory services offered by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. Strategic Advisers, FBS, and NFS are Fidelity Investments companies.
Fidelity has a broad range of offerings suited to different client needs. For more information, see our offering list (PDF) or speak with a representative.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
1102174.5.0
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