What we offer

Our digital solutions and experienced advisors can help you meet all your financial goals.

Investment advisory offerings to help fit your needs

Fidelity Go®

Robo advisor for professional money management

Fidelity® Personalized Planning & Advice

Hybrid robo: Digital investing + coaching

Wealth Management

Planning & advice from a dedicated advisor

Private Wealth Management

Planning & advice from an advisor-led team

Fidelity Go®

Robo advisor

Digital investment management for a single goal

  • A digital experience to help you pursue a single financial goal
  • An investment strategy recommendation that aligns to your goal
  • Professional investment management by a team that works to keep your investment strategy on track

General eligibility:
No minimums

Gross advisory fee:
0.35%

Fidelity® Personalized Planning & Advice

Hybrid robo: Digital investing + coaching

Digital planning and professional investment management with advisors when you need them

  • Digitally led personalized planning for multiple goals, helping to bring your financial picture into focus
  • Personal, ongoing digital advice and tools to help you identify and take your next best action
  • Access to a team of advisors to review your financial plan, plus 1-on-1 coaching on a variety of financial topics

General eligibility:
$25,000 with Fidelity® Personalized Planning & Advice

Gross advisory fee:
0.50%

Wealth Management

Planning & advice from a dedicated advisor

Customized planning, advice, and investment management, led by a dedicated advisor

  • A dedicated advisor to partner with you and your family
  • Planning and advice for goals that matter to you, including wealth accumulation and preservation, retirement, education, and legacy
  • Investment management tailored to your priorities and preferences by our portfolio management team
  • Tax strategies that can help reduce taxes on your portfolio

General eligibility:
$250,000 managed with Fidelity® Wealth Services1

Gross advisory fee:
0.50%-1.50%2

Private Wealth Management

Planning & advice from an advisor-led team

Comprehensive planning, advice, and investment management, delivered by your own wealth management team and led by your advisor

  • Your own team of investing, planning, and service specialists for a highly personalized experience for you and your family
  • Access to your own Fidelity investment manager, who will create a personalized investment strategy
  • Ongoing guidance about charitable giving and estate legacy planning
  • Ability to work with outside service providers, such as attorney or accountants

General eligibility:
$2 million managed with Fidelity® Wealth Services1 and $10M total investable assets3

Gross advisory fee:
0.50%-1.05%2

Tools and resources to help you reach your goals

If you prefer to trade and invest on your own, you'll have access to online planning tools and a wide variety of investments, including mutual funds, exchange-traded funds (ETFs), stocks, and bonds.

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See how prepared you are for retirement and what you may need to work on with our Planning & Guidance Center.

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Answer a few questions and we'll help you prioritize your financial to-dos—including smart moves to consider for your next dollar.

Peace of mind for life's big moments

We can help you prepare a financial plan that’s flexible enough to weather life's ups and downs.


Get help planning for life events

From our experts

Get market and economic insights, investing ideas, and other tips on personal finance.


Explore Fidelity Viewpoints®

Ready to get started?

Questions?
800-343-3548