Wealth Management: wealth planning and advice from investment specialists - Fidelity

A dedicated financial advisor

Your advisor will help you define your goals, help you understand your options, and proactively work with you to develop and implement a clear plan.

Ongoing planning

Receive a personalized plan for your full financial picture designed to help you pursue multiple goals, grow your wealth, or take care of the people who matter most to you.

Personalized investment management

Your advisor can help you choose investments based on your preferences and feelings about risk, including tax-smart strategies. We'll also proactively monitor your account and make adjustments as needed to meet your changing needs and to help you stay on track.

Minimum investment

$250,000 managed through Fidelity^® Wealth Services¹

Annual investment advisory fee

0.50% – 1.50%²

Managed Accounts
Learn more about our wide range of investment solutions that can be customized to help you meet your goals.

Private Wealth Management
Your own team, led by your advisor, will provide tailored investment management, ongoing guidance around estate planning, and coordination with outside financial professionals.

Wealth Advisor Solutions
Enables your Fidelity advisor to offer you access to specialized investment services from our network of independent registered investment advisers; minimums and fees vary by adviser and strategy

Fidelity Family Office Services
Provides custody, brokerage, investment, and reporting services to single family offices, wealthy families, and the advisors who serve them

Call or visit us today to set up an appointment.

800-343-3548

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Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

1. 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. Enhanced discretionary investment management and/or financial planning that are available to Private Wealth Management clients are subject to a qualification and acceptance process, and must typically invest at least $2,000,000 in Portfolio Advisory Services accounts. See the Fidelity Wealth Services Program Fundamentals for program details or speak with a Fidelity advisor.

2. The advisory fee does not cover charges resulting from trades effected with or through broker-dealers other than affiliates of FPWA, mark-ups or mark-downs by broker-dealers, transfer taxes, exchange fees, regulatory fees, odd-lot differentials, handling charges, electronic fund and wire transfer fees, or any other charges imposed by law or otherwise applicable to your account. You will also incur underlying expenses associated with the investment vehicles selected.

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 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^® 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. Discretionary portfolio management services provided by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser. 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, Strategic Advisers, FPTC, FBS, and NFS are Fidelity Investments companies.

Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

790700.16.0

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