With our personalized planning and investment management capabilities, we can help you reach your goals, no matter where you are in life.
We can help you achieve your unique goals with a range2 of planning, advice, and professional money management offerings.
Professional, affordable money management with automatic rebalancing to help keep your strategy on track, plus access to coaching when your balance reaches $25,000.3
General eligibility:4 $10
Connect with advisors by phone or video about your plans and let us build and manage a portfolio designed to help you achieve your core financial goals.5
General eligibility:6 $50,000
Get one-to-one, proactive, comprehensive planning for your full financial picture, from retirement to health care to leaving a legacy, with options for professional money management. Partner with your advisor with additional support from a team of specialists.
General eligibility:6 $500,000
Concierge service, advanced planning capabilities, and investment management for complex wealth needs, including coordination with outside professionals like accountants and attorneys.
General eligibility:6 $10 million
Prepare for what’s next with an approach to planning built around what matters to you, from retirement to estate planning to managing the rising costs of health care.
We’ll create an investment strategy tailored around your overall preferences and full household picture. Then, we can proactively manage your portfolio.
Fidelity Wealth Management was named the overall winner in Kiplinger’s Readers' Choice Awards for its exceptional financial advice, trustworthiness, and client satisfaction.7
Learn how a financial plan could help you reach your goals.
6 min 
It all starts with a plan.
5 min 
Don't miss out on the big picture when planning.
6 min 
Managing your financial life can be complex, but we’ve made investing easy, whether you are new to investing or an experienced trader.
Enhance your plan with our variety of brokerage products and services—from saving for education
to cash management or trading. We offer a broad range of investment choices like stocks, mutual funds, ETFs, crypto, and more.
A conversation with an advisor is the first step to helping you find the right approach to reach your goals.
We can help you find the answers.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Screenshots are for illustrative purposes only.
1. Fidelity advisors are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services, LLC (FBS), a registered broker-dealer. Whether a Fidelity advisor provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose. Fidelity Wealth Services (FWS) Wealth Management service-level clients must generally qualify for support from a dedicated Fidelity advisor, which is based on a variety of factors (for example, a client with at least $500,000 invested in an eligible Fidelity account(s) would typically qualify). Account investment minimum is $50,000 for FWS. Clients with $500,000 or more at Fidelity may qualify for a single point of contact for support and guidance as needed without enrollment in an advisory program.
2. Fidelity offers a range of advisory programs and do-it-yourself investing options, each with different fees and features, that may be appropriate for you. Learn more here (link). A Fidelity representative can help you understand the different options available to you, including information about the fees and features of each option.
3. No advisory fee for balances under $25,000, 0.35% advisory fee for balances of $25,000+
4. There is no minimum amount required to open a Fidelity Go account. However, in order for us to invest your money according to the investment strategy you've chosen, your account balance must be at least $10. The Fidelity Go program advisory fee is calculated and charged at the account level.
5. Fidelity Advisory Services is available through Fidelity® Wealth Services, which is an investment advisory service that provides nondiscretionary financial planning and discretionary investment management through one or more Personalized Portfolios accounts for a fee. Clients enrolled in the service receive phone-based access to a team of advisors.
6. Fidelity® Wealth Services (FWS) 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. Minimum investment to enroll is $50,000. Refer to the FWS Form ADV, Part 2A Brochure, fidelity.com/information for more details. To be eligible for Fidelity Private Wealth Management through Fidelity® Wealth Services, 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 Form ADV, Part 2A Brochure, available online or through a representative.
7. 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 Go®, Fidelity® Wealth Services, Fidelity Managed FidFolios® and Fidelity® Strategic Disciplines are advisory services offered by Strategic Advisers LLC, a registered investment adviser, for a fee. Personalized Portfolios accounts are discretionary investment management accounts offered through Fidelity® Wealth Services. 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 LLC, FBS, and NFS are Fidelity Investments companies.
Fidelity, Fidelity Investments, the Fidelity Investments logo, and Fidelity Go are registered trademarks of FMR LLC.
Fidelity Brokerage Services, LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
1214563.8.0
Article 
