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 … Read More