Fidelity Wealth Management

Fidelity is a well-known financial services company offering various investment options and wealth management services. With over 70 years of experience in the industry, Fidelity has become a trusted name in investment management. In this article, we will explore Fidelity Wealth Management and what you need to know about its services.

What is Fidelity Wealth Management?

Fidelity Wealth Management is a division of Fidelity Investments that provides wealth management services to individuals, families, and businesses. The company offers a range of investment options, including mutual funds, ETFs, stocks, bonds, and more. Fidelity aims to help clients achieve their financial goals through customized investment strategies and personalized advice.

What Services Does Fidelity Wealth Management Offer?

Fidelity Wealth Management offers various services to help clients manage their wealth. Some of the essential services include:

Investment management, financial planning, estate planning, tax planning, and risk management. With a team of experienced advisors, Fidelity Wealth Management provides customized solutions to meet each client's unique needs and goals. Whether building a retirement portfolio, managing a trust, or planning for a child's education, Fidelity Wealth Management helps clients navigate the complex world of wealth management with confidence and ease.

Fidelity Wealth Management offers a comprehensive suite of services designed to help clients manage their wealth effectively. The company's team of experienced advisors offers personalized solutions that cater to each client's specific needs and goals. Whether it's investment management, financial planning, estate planning, tax planning, or risk management, Fidelity Wealth Management has the expertise and resources to help clients achieve their financial objectives. Focusing on providing excellent customer service, the company strives to make the wealth management process as simple and stress-free as possible. Whether clients are looking to invest for retirement, manage a trust, or plan for their children's education, Fidelity Wealth Management is the partner of choice for navigating the complex world of wealth management.

What are the Fees for Fidelity Wealth Management?

The fees for Fidelity Wealth Management vary depending on the services that the client requires. Fidelity charges a fee based on a percentage of the assets under management. The fee ranges from 0.50% to 1.50% per year, depending on the size of the client's portfolio.

Fidelity may also charge additional fees for certain services, such as financial planning or advice on alternative investments. These fees are typically negotiated on a case-by-case basis. It's important for clients to carefully review their fee schedule and understand all charges associated with their accounts. Fidelity is committed to transparency and providing clients clear information about their fees.

What are the Benefits of Using Fidelity Wealth Management?

There are several benefits to using Fidelity Wealth Management for your investment and wealth management needs:
  1. Expertise: Fidelity Wealth Management has a team of experienced professionals who are well-versed in the intricacies of investment and wealth management.
  2. Customized Solutions: They offer personalized solutions that cater to your unique financial goals and needs.
  3. Diversification: Fidelity Wealth Management helps you diversify your portfolio to minimize risk and maximize returns.
  4. Access to Global Markets: They provide access to global markets and investment opportunities, allowing you to diversify your investments beyond the domestic market.
  5. Transparency: Fidelity Wealth Management is transparent in its investment approach and fees, ensuring you always know what you're paying for.
  6. Technology: They use advanced technology to monitor your investments and inform you about your portfolio's performance.
  7. Retirement Planning: Fidelity Wealth Management offers retirement planning services, helping you save for retirement and achieve your retirement goals.
  8. Estate Planning: They can also assist with estate planning, ensuring that your assets are distributed according to your wishes after you pass away.
Overall, Fidelity Wealth Management provides comprehensive services to help you manage your wealth and achieve your financial goals.


Fidelity Wealth Management is a trusted name in investment management. The company offers various services to help clients manage their wealth and achieve their financial goals. With its team-based approach to financial planning, customized investment strategies, and excellent customer service, Fidelity is a great choice for individuals, families, and businesses who want expert financial advice and personalized investment solutions.