Fidelity Private Wealth Management?

Protecting and growing your wealth starts with a clear vision and advice for today and tomorrow. Your dedicated advisor and wealth management team will provide extensive financial experience, comprehensive planning and investing, and personal service.

It starts with a conversation. Call us at 800-343-3548

Advisory offering through Fidelity? Wealth Services

Minimum investment:

$2 million managed through Fidelity? Wealth Services1

General eligibility:

$10 million or more in total investable assets2

Annual investment advisory fee:

0.50% – 1.05%3

An integrated approach to your investments

Based on an understanding of your long-term vision and your feelings about risk, your advisor will help identify the appropriate investments and then work to build a coherent strategy around them.

  • An appropriately balanced and globally diversified strategy, based on a review of your current portfolio and your preferences and objectives
  • Direct access to your own investment manager to help you make use of different asset classes and account types
  • Active management of your investments, focusing on minimizing the impact of taxes4, mitigating risk, and seeking growth opportunities
  • A multi-account management approach integrates our strategies across your goals and your Fidelity-managed accounts to provide you with greater flexibility and more investment options

A planning approach focused on you

Your advisor will work closely with you to better understand you and your family's needs, then create a plan designed to help you meet those needs and accomplish your long-term goals.

  • A deep review of your current financial strategies, with a focus on your family's financial goals
  • Access to wealth planning specialists with deep expertise in the complexities involved with managing significant assets
  • A comprehensive plan that can evolve as needed through regular reviews

Legacy building and estate planning

Your advisor will work with you to protect your family's long-term needs for the next generation and beyond, coordinating your strategies around your estate, charitable giving, and the establishment of a long-term family legacy.

Holistic protection, inheritance, and estate planning

  • A dedicated trust officer who can advise you about the benefits and complexities of estate and trust services
  • Recommendations for transferring, donating, or preserving your assets, based on a review of your current estate plan
  • Coordination with your attorneys, accountants, or other outside professionals

Personal legacy building and family engagement

  • Support of a trusted advisor who can help you discuss your plan with your family
  • Anticipate decision points, be ready to manage transitions, and help your loved ones understand your vision
  • Help making certain your wealth strategies meet the needs of you and your family for generations to come

Advisor spotlight

"My goal is to develop long-term relationships with my clients and their families that are built on trust, inspired by their personal experience and goals, and delivered through world-class financial and investing resources."

Dylan Sanders, VP

Let's talk about how we can work together