Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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Alternative investments are investment products other than the traditional investments of stocks, bonds, mutual funds, or ETFs. Examples of alternative investments are limited partnerships, limited liability companies, real estate, and promissory notes. Each customer is responsible for reviewing the terms of all offering and disclosure documents and agreements associated with any alternative investment and determining the appropriateness of any alternative investment chosen, including the description of risk factors contained in the Memorandum prior to making a decision to invest. Some of the risks associated with alternative investments are:
- Alternative investments may be relatively illiquid, and there is no guarantee on the timing or amount of any dividends or distributions.
- It may be difficult to determine the current market value of the asset.
- There may be limited historical risk and return data.
- A high degree of investment analysis may be required before buying.
- Costs of purchase and sale may be relatively high
1. To be eligible for Fidelity Private Wealth Management through Fidelity® Wealth Services ("FWS") or Fidelity® Strategic Disciplines ("FSD"), clients are subject to a qualification and acceptance process, and must typically invest at least $2 million, in the aggregate, in FWS and/or FSD and have investable assets of at least $10 million. For details, review the relevant Form ADV, Part 2A Brochure, available online or through a representative.
2. Kiplinger Readers' Choice Awards 2025, May 2025 Wealth Management Services. Fidelity Investments- Overall Winner out of five brokers. Results based on ratings in the following categories: Quality of Advice, Trustworthy Advisers, Overall Satisfaction, and Most Recommended. From Kiplinger’s Personal Finance. © 2025 The Kiplinger Washington Editors. All rights reserved. Used under license. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC.
3. For those clients who choose professional investment management.
4. For those clients who meet minimum asset requirements.
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® Strategic Disciplines is an advisory service offered by Strategic Advisers LLC (Strategic Advisers), a registered investment advisor. Fidelity® Wealth Services is an advisory service offered by Strategic Advisers LLC. 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. These advisory services are provided for a fee.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC.
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