Fidelity® Wealth Services offers non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a charge. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered funding adviser, and Fidelity Personal Trust Company, FSB (FPTC), a federal financial savings financial institution. Nondeposit investment products and trust companies supplied by way of FPTC and its associates usually are not insured or assured by the Federal Deposit Insurance Corporation or another government company, usually are not obligations of any financial institution, and are subject to danger, together with attainable loss of principal. Personalized Planning and Advice is $25,000 across all accounts enrolled in this system.
We give forty five-minute appointments to meet with an adviser in particular person. When you contact us one of our caseworkers will organise an in-individual appointment with you if this may be helpful for your scenario. If you would like an appointment please mention this to us whenever you contact us. Appointments take place in our confidential recommendation spaces at Strand, Guy’s or Waterloo. If you have access requirements please tell us if you e-book your appointment.
Consult an lawyer, tax professional, or other advisor concerning your specific authorized or tax situation. Brokerage services offered by Fidelity Brokerage Services LLC (FBS), and custodial and related providers provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FPTC, FBS, and NFS are Fidelity Investments companies. There is no minimum amount required to open a Fidelity … Read More