Fidelity® Wealth Services provides non-discretionary financial planning and discretionary funding management through one or more Portfolio Advisory Services accounts for a payment. Advisory services provided by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and Fidelity Personal Trust Company, FSB (FPTC), a federal financial savings financial institution. Nondeposit funding products and trust companies supplied through FPTC and its associates are not insured or guaranteed by the Federal Deposit Insurance Corporation or some other authorities agency, are not obligations of any financial institution, and are subject to risk, together with attainable loss of principal. Personalized Planning and Advice is $25,000 throughout all accounts enrolled in this system.
However, to start investing your money in the investment strategy chosen, the account stability in any one program account have to be no less than $10. The cash for any enrolled account with a steadiness of less than $10 shall be kept briefly-term investments, with no advisory fee charged, till such time as your account stability reaches $10. Personalized Planning & Advice (FPPA) program is generally appropriate for most clients seeking an extended-term funding, as famous below, the financial planning providers and investment features of the FPPA program usually are not at present designed for someone who’s nearing or in retirement. Fidelity doesn’t present legal or tax advice, and the data supplied is basic in nature and should not be thought of authorized or tax recommendation.
We give forty five-minute appointments to meet with an adviser in particular person. When you contact us considered one of our caseworkers will organise an in-particular person appointment with you if this would be useful on your situation. If you desire to an appointment please mention this to us when you contact us. Appointments take place in our confidential advice areas at Strand, Guy’s or Waterloo. If you have access requirements please tell us when you guide your appointment.
Consult an legal professional, tax professional, or different advisor relating to your specific legal or tax situation. Brokerage companies offered by Fidelity Brokerage Services LLC (FBS), and custodial and related companies offered by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FPTC, FBS, and NFS are Fidelity Investments corporations. There isn’t any minimal amount required to open a Fidelity Go account. However, to ensure that us to speculate your money based on the funding strategy you’ve chosen, your account balance have to be no less than $10.
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We will assess your appointment kind and determine whether or not you could want an pressing appointment or you might want an appointment that’s longer than forty five minutes. We need your expertise with us to be as helpful and supportive as possible.
Our Advice Service is open Monday to Friday, 9.30am – four.30pm. You can contact our Advice Team by e-mail to [email protected] or go to us at certainly one of our drop-in periods.