Investing involves risk, including risk of loss.
1. Fidelity® Wealth Services ("FWS") offers three service levels, each with its own fees, features, and eligibility requirements. 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 $250,000 invested in eligible Fidelity account(s) would typically qualify). Account investment minimum is $50,000. For details, review the Program Fundamentals available online or through a representative.
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 Program Fundamentals, available online or through a representative.
Fidelity has a broad range of offerings suited to different client needs. For more information, see our offering list or speak with a representative.
Fidelity Go®, Fidelity® Personalized Planning & Advice, and Fidelity® Strategic Disciplines are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment advisor. Fidelity® Wealth Services is an advisory service offered by FPWA. 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. These advisory services are provided for a fee.
Fidelity Go® is a registered trademark of FMR LLC.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917