Your Fidelity advisor will work with you each step of the way.

• Identify preferences – Based on information you provide, your Fidelity advisor will identify 2 participating advisers who may meet the criteria you have specified for your personal situation. The names of additional participating advisers may be made available upon your request.*
• Select an adviser – Your Fidelity advisor can help make the introductions for you and provide guidance about how to select a participating adviser who can help meet your unique investment needs.
• View assets in one place – If you do work with a participating adviser, you'll be able to view those assets and all of your accounts in one place on Fidelity.com.
• Continued support – Your Fidelity advisor can continue to help you with guidance and planning as part of your overall Fidelity relationship.

• Comprehensive tax planning and preparation for individuals, families, and small businesses
• Executive compensation strategies, including stock option management and deferred compensation plans
• Small-business advisory services, including capital growth strategies and succession planning

• Recommendations, including buy and sell decisions on stocks, bonds, and other securities
• Access to emerging markets, commodities, and alternative investments, such as private equity, hedge funds, and limited partnerships
• Custom portfolio construction based on your personal tax situation and liquidity needs

The advisers in the Fidelity Wealth Advisor Solutions program have been carefully selected and evaluated considering a number of factors, including (but not limited to):

• Professional standards – Advisers have been approved to participate based on their position as investment advisers in good standing with the US Securities and Exchange Commission and/or any applicable state securities regulatory authorities (or they are exempt from such registration).
• Pricing structure – Advisers charge fee-based, asset-based, or flat rate investment advisory service fees (which may include hourly fees).
• Assets under management – Advisers are required to maintain a minimum of $1 Billion in total regulatory assets under management throughout their participation in the program.

View a complete list of participating unaffiliated, independent investment advisor firms in Fidelity's network.