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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Planning & advice

As your needs in life change, so does the help you require. At every turn, we're here to help you plan—from investment strategies, to complex wealth management needs, to managing your portfolio.

Planning for the future means planning for the curveballs, the surprises, and the joyful moments. We can help you reach your goals by helping you prepare a financial plan—one flexible enough to weather life's rockier moments.

See how we can help you plan for life events

A focus on your individual needs

We provide no-fee, 1-on-1 reviews of all your investment accounts, including those not kept with us. Our financial professionals are backed by industry-leading research and analysis, with the skills to address all of your needs. Visit us in person—we have over 190 branch locations. Or you can contact us online or by phone 24/7.

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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Fidelity^® Wealth Services is an investment advisory service that provides nondiscretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Minimum investment is $50,000 for access to a team of advisors and $250,000 for access to a dedicated advisor. See the Fidelity Wealth Services Program Fundamentals for program details or speak with a Fidelity advisor.

Fidelity^® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered through FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal.

Fidelity Go^® and Fidelity^® Personalized Planning & Advice are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Fidelity^® Wealth Services is an advisory service offered by FPWA or Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered by FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. 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. FPWA, FPTC, FBS and NFS are Fidelity Investments companies. These advisory services are provided for a fee.

Program fees do not include the expenses of underlying mutual funds held in your account. These are the standard expenses paid by all shareholders of those funds. To the extent some of these underlying fund expenses will be paid to us, that amount will be credited against the gross program advisory fee.

Other than with respect to assets managed on a discretionary basis through an advisory agreement with Fidelity Personal and Workplace Advisors LLC, you are responsible for determining whether, and how, to implement any financial planning.

Optional discretionary investment management services provided for a fee through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and a Fidelity Investments company. These services are provided for a fee.

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. FPWA, FBS, and NFS are Fidelity Investments companies.

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Planning & advice

Investment advisory offerings to help fit your needs

Fidelity Go^®

Fidelity^® Personalized Planning & Advice

Wealth Management

Private Wealth Management

Peace of mind for life’s big moments

A focus on your individual needs

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

Planning & advice

Investment advisory offerings to help fit your needs

Peace of mind for life’s big moments

A focus on your individual needs

Make your appointment today

Learn more about

We're here to help

Find out what others are saying about us

Stay Connected

Contact Us

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Phone

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