Fidelity Wealth Management: Personalized Planning with Expert Advisors
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Fidelity Wealth Management: Personalized Planning with Expert Advisors
Fidelity Wealth Management pairs each client with a dedicated financial advisor who crafts a personalized financial plan for high-net-worth individuals.
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Fidelity Wealth Management: Pe...
What is Fidelity Wealth Management?
Fidelity Wealth Management offers high-net-worth individuals a comprehensive wealth planning experience, including investment management, tax-smart strategies, estate planning, and access to a dedicated financial advisor.
This service is designed to support complex financial goals with ongoing personalized guidance.
Fidelity Wealth Management Overview
| Offers | Best For | Account Minimum | Mgmt Fees | Get Started |
|---|---|---|---|---|
| Financial Planning | Providing customized, actively managed accounts | $500,000 | 0.50%–1.50% | Visit Website |
How Fidelity Wealth Management Works
The service includes retirement planning, tax strategies, estate planning, and ongoing investment management tailored to your evolving needs.
- Start by meeting with your dedicated Fidelity advisor to understand your full financial picture.
- Develop a comprehensive strategy covering retirement, investments, taxes, and legacy goals.
- Receive ongoing guidance and adjustments as your life or market conditions change.
Key Features & Benefits
| Feature | Benefit |
|---|---|
| Dedicated Advisor | Work one-on-one with an experienced financial advisor to develop and manage your plan. |
| Comprehensive Planning | Strategies include retirement, education, tax minimization, estate planning, and more. |
| Tax-Smart Investing | Techniques designed to reduce tax liabilities and enhance after-tax returns. |
| Access to Specialists | Leverage expertise in estate law, taxation, and complex wealth scenarios. |
| Ongoing Reviews | Your advisor monitors your plan and adjusts as needed to keep you on track. |
Who Is It For?
- Individuals or families with $500,000+ in investable assets
- Clients seeking hands-on, customized financial planning
- Investors needing holistic support for estate, tax, and retirement strategies
Pricing & Fees
- Advisory Fee: 0.50%–1.50% annually
- Minimum: $500,000 in investable assets
- Includes: Dedicated advisor, financial plan, investment management, tax and estate guidance
Trust & Security
- Offered by Fidelity, one of the largest financial services firms in the U.S.
- Advisors registered with SEC and licensed under Fidelity Personal and Workplace Advisors LLC (FPWA)
- Investment accounts protected by SIPC up to $500,000
FAQs about Fidelity Wealth Management
What is included in Fidelity Wealth Management?
This service includes a personalized financial plan, a dedicated advisor, ongoing investment management, tax strategies, and estate planning support.
How much money do I need to work with Fidelity Wealth?
You’ll need at least $500,000 in investable assets to qualify.
Are Fidelity advisors fiduciaries?
Yes, Fidelity advisors act in your best interest under fiduciary standards.
Can I get estate planning advice?
Yes, you’ll have access to estate planning specialists to support wealth transfer and legacy strategies.
| Account Types | Individual |
|---|---|
| Advisory Style | Human Advisor |
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