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If you choose an SMA sleeve, an additional 0.35% or 0.4% fee applies. The advisory fee does not include certain pass-through costs, which are listed in the FWS Program Fundamentals.",[1621],{"type":982},{"type":764,"attrs":1623,"content":1624},{"level":903,"textAlign":34},[1625],{"text":1626,"type":22,"marks":1627},"Fidelity Wealth Management vs Fidelity Private Wealth Management",[1628],{"type":129,"attrs":1629},{"color":773},{"type":18,"attrs":1631,"content":1632},{"textAlign":34},[1633,1635,1639,1641],{"text":1634,"type":22},"In addition to its standard Wealth Management service, Fidelity also offers ",{"text":1636,"type":22,"marks":1637},"Private Wealth Management",[1638],{"type":38},{"text":1640,"type":22},", designed for high-net-worth clients with more complex needs. 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The ",{"text":1701,"type":22,"marks":1702},"Fidelity Wealth Services (FWS)",[1703],{"type":38},{"text":1705,"type":22}," program starts at ",{"text":1707,"type":22,"marks":1708},"$50,000",[1709],{"type":31,"attrs":1710},{"href":1711,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.fidelity.com/wealth-management/overview",{"text":1713,"type":22},", giving clients access to Fidelity’s portfolio management tools. Once balances reach $500,000, investors generally qualify for a dedicated financial advisor.",{"type":18,"attrs":1715,"content":1716},{"textAlign":34},[1717,1719,1722],{"text":1718,"type":22},"For high-net-worth households, Fidelity offers ",{"text":1636,"type":22,"marks":1720},[1721],{"type":38},{"text":1723,"type":22},", a more exclusive service designed for complex financial needs. This program is typically reserved for clients investing at least $2 million through Fidelity Wealth Services or Fidelity Strategic Disciplines, and who also have $10 million or more in total investable assets.",{"type":18,"attrs":1725,"content":1726},{"textAlign":34},[1727,1732,1736,1749,1753,1766,1770,1783],{"text":1728,"type":22,"marks":1729},"Our take:",[1730,1731],{"type":38},{"type":982},{"text":1733,"type":22,"marks":1734}," Fidelity’ Wealth Management's entry point of $50,000 makes it more accessible than many traditional wealth managers, while still scaling up to serve ultra-high-net-worth clients at the Private Wealth tier. By comparison, ",[1735],{"type":982},{"text":1737,"type":22,"marks":1738},"Vanguard Personal Advisor ",[1739,1748],{"type":31,"attrs":1740},{"href":1741,"uuid":1742,"anchor":34,"target":35,"linktype":74,"story":1743},"/discover/financial-advice/vanguard-financial-advisor","da21a691-7a56-4ba4-aa11-85287c7574f9",{"name":1744,"id":1745,"uuid":1742,"slug":1746,"url":1747,"full_slug":1747,"_stopResolving":558},"Vanguard financial advisor review",421857346,"vanguard-financial-advisor","discover/financial-advice/vanguard-financial-advisor",{"type":982},{"text":1750,"type":22,"marks":1751},"Services requires just $50,000 but caps its service scope at a simpler model, while ",[1752],{"type":982},{"text":1754,"type":22,"marks":1755},"Schwab Wealth Advisory",[1756,1765],{"type":31,"attrs":1757},{"href":1758,"uuid":1759,"anchor":34,"target":35,"linktype":74,"story":1760},"/discover/financial-advice/charles-schwab-financial-advisor","f502aea2-b554-439e-96b2-b0f9b3757f49",{"name":1761,"id":1762,"uuid":1759,"slug":1763,"url":1764,"full_slug":1764,"_stopResolving":558},"Charles Schwab financial advisors review",421857241,"charles-schwab-financial-advisor","discover/financial-advice/charles-schwab-financial-advisor",{"type":982},{"text":1767,"type":22,"marks":1768}," starts at $500,000 for dedicated advisor access. On the other end, firms like ",[1769],{"type":982},{"text":1771,"type":22,"marks":1772},"Goldman Sachs Private Wealth",[1773,1782],{"type":31,"attrs":1774},{"href":1775,"uuid":1776,"anchor":34,"target":35,"linktype":74,"story":1777},"/discover/financial-advice/goldman-sachs-private-wealth-management-review","78154d54-2353-42f4-b1e4-6e1eb8b4d68b",{"name":1778,"id":1779,"uuid":1776,"slug":1780,"url":1781,"full_slug":1781,"_stopResolving":558},"Goldman Sachs Private Wealth Management Review",504480502,"goldman-sachs-private-wealth-management-review","discover/financial-advice/goldman-sachs-private-wealth-management-review",{"type":982},{"text":1784,"type":22,"marks":1785}," or Northern Trust often require $10 million or more to get started. ",[1786],{"type":982},{"type":764,"attrs":1788,"content":1789},{"level":766,"textAlign":34},[1790],{"text":1791,"type":22,"marks":1792},"Who should choose Fidelity Wealth Management?",[1793],{"type":129,"attrs":1794},{"color":773},{"type":18,"attrs":1796,"content":1797},{"textAlign":34},[1798],{"text":1799,"type":22,"marks":1800},"Fidelity Wealth Management is designed for investors who prefer an advisor-led relationship and comprehensive financial planning, making it suitable for clients who have accumulated significant assets and are focused on long-term financial goals.",[1801],{"type":129,"attrs":1802},{"color":773},{"type":18,"attrs":1804,"content":1805},{"textAlign":34},[1806],{"text":1807,"type":22,"marks":1808},"Here are those who should consider using Fidelity Wealth Management: ",[1809],{"type":129,"attrs":1810},{"color":773},{"type":804,"content":1812},[1813,1823],{"type":807,"content":1814},[1815],{"type":18,"attrs":1816,"content":1817},{"textAlign":34},[1818],{"text":1819,"type":22,"marks":1820},"Individuals and families seeking guidance that goes beyond investing, including retirement, estate, tax, and healthcare planning.",[1821],{"type":129,"attrs":1822},{"color":773},{"type":807,"content":1824},[1825],{"type":18,"attrs":1826,"content":1827},{"textAlign":34},[1828],{"text":1829,"type":22,"marks":1830},"Clients who prefer professional portfolio management with tax-efficient strategies and market insights.",[1831],{"type":129,"attrs":1832},{"color":773},{"type":18,"attrs":1834,"content":1835},{"textAlign":34},[1836],{"text":1837,"type":22,"marks":1838},"However, Fidelity Wealth Management is not suitable for cost-sensitive investors or active traders who prefer to manage their investment decisions.",[1839],{"type":129,"attrs":1840},{"color":773},{"type":764,"attrs":1842,"content":1843},{"level":766,"textAlign":34},[1844],{"text":1845,"type":22,"marks":1846},"Fidelity Wealth Management: Is it secure? ",[1847],{"type":129,"attrs":1848},{"color":773},{"type":18,"attrs":1850,"content":1851},{"textAlign":34},[1852],{"text":1853,"type":22,"marks":1854},"Fidelity Wealth Management is secure and backed by regulatory coverage and cybersecurity safeguards.",[1855],{"type":129,"attrs":1856},{"color":773},{"type":18,"attrs":1858,"content":1859},{"textAlign":34},[1860,1865,1874],{"text":1861,"type":22,"marks":1862},"Accounts are held with Fidelity Investments, a member of the Securities Investor Protection Corporation (SIPC), providing protection of up to $500,000 for securities, including ",[1863],{"type":129,"attrs":1864},{"color":773},{"text":1866,"type":22,"marks":1867},"$250,000",[1868,1871,1873],{"type":31,"attrs":1869},{"href":1870,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.fidelity.com/why-fidelity/safeguarding-your-accounts",{"type":129,"attrs":1872},{"color":871},{"type":873},{"text":1875,"type":22,"marks":1876}," for cash, per account capacity, in the event the firm fails.",[1877],{"type":129,"attrs":1878},{"color":773},{"type":18,"attrs":1880,"content":1881},{"textAlign":34},[1882],{"text":1883,"type":22,"marks":1884},"Fidelity further supplements this with excess SIPC coverage, offering additional protection on top of the standard limits. ",[1885],{"type":129,"attrs":1886},{"color":773},{"type":18,"attrs":1888,"content":1889},{"textAlign":34},[1890,1895,1904],{"text":1891,"type":22,"marks":1892},"It has industry-standard protections, including strong encryption, ",[1893],{"type":129,"attrs":1894},{"color":773},{"text":1896,"type":22,"marks":1897},"multi-factor authentication",[1898,1901,1903],{"type":31,"attrs":1899},{"href":1900,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.fidelity.com/security/overview",{"type":129,"attrs":1902},{"color":871},{"type":873},{"text":1905,"type":22,"marks":1906}," (MFA), push notifications, authenticator apps, and one-time codes, as well as 24/7 system monitoring with firewalls and anomaly detection to guard against unauthorized activity.",[1907],{"type":129,"attrs":1908},{"color":773},{"type":764,"attrs":1910,"content":1911},{"level":766,"textAlign":34},[1912],{"text":1913,"type":22,"marks":1914},"Fidelity Wealth Management: Customer service",[1915],{"type":129,"attrs":1916},{"color":773},{"type":18,"attrs":1918,"content":1919},{"textAlign":34},[1920],{"text":1921,"type":22,"marks":1922},"Fidelity Wealth Management clients, whether enrolled in the standard program or the Private Wealth Management program, have access to a dedicated advisor or advisory team as their main point of contact for personalized financial planning and support.",[1923],{"type":129,"attrs":1924},{"color":773},{"type":18,"attrs":1926,"content":1927},{"textAlign":34},[1928],{"text":1929,"type":22,"marks":1930},"The advisor completes annual portfolio reviews, plans updates, and has access to a support service team for administrative tasks, such as account maintenance or moving money. ",[1931],{"type":129,"attrs":1932},{"color":773},{"type":18,"attrs":1934,"content":1935},{"textAlign":34},[1936],{"text":1937,"type":22,"marks":1938},"For Private Wealth Management clients, support extends further to include an investment specialist, advanced planners for estate, tax, and cash flow planning, and specialists for complex areas, such as charitable giving or fixed income strategies. ",[1939],{"type":129,"attrs":1940},{"color":773},{"type":18,"attrs":1942,"content":1943},{"textAlign":34},[1944],{"text":1945,"type":22,"marks":1946},"Additionally, clients can access digital support tools, including the Fidelity website, mobile app, and virtual assistant for easier service and access to information.",[1947],{"type":129,"attrs":1948},{"color":773},{"type":764,"attrs":1950,"content":1951},{"level":766,"textAlign":34},[1952],{"text":1953,"type":22,"marks":1954},"Fidelity Wealth Management reviews: What do real customers say?",[1955],{"type":129,"attrs":1956},{"color":773},{"type":18,"attrs":1958,"content":1959},{"textAlign":34},[1960,1965,1973],{"text":1961,"type":22,"marks":1962},"On ",[1963],{"type":129,"attrs":1964},{"color":773},{"text":1966,"type":22,"marks":1967},"Reddit",[1968,1971],{"type":31,"attrs":1969},{"href":1970,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.reddit.com/r/fidelityinvestments/comments/1hv9uzu/anyone_else_really_regret_choosing_fidelity/?",{"type":129,"attrs":1972},{"color":773},{"text":1974,"type":22,"marks":1975},", users share mixed experiences with Fidelity Wealth Management. Some report issues such as a lower-than-expected portfolio performance, complex portfolios, or limited advisor follow-up.",[1976],{"type":129,"attrs":1977},{"color":773},{"type":18,"attrs":1979,"content":1980},{"textAlign":34},[1981],{"text":1982,"type":22,"marks":1983},"Others note that advisor responsiveness can vary, while some highlight positive outcomes, such as regular portfolio reviews and the use of tax-sensitive strategies to support long-term planning.",[1984],{"type":129,"attrs":1985},{"color":773},{"type":764,"attrs":1987,"content":1988},{"level":766,"textAlign":34},[1989],{"text":1990,"type":22,"marks":1991},"Is Fidelity Wealth Management worth it?",[1992],{"type":129,"attrs":1993},{"color":773},{"type":18,"attrs":1995,"content":1996},{"textAlign":34},[1997],{"text":1998,"type":22},"Fidelity Wealth Management is a solid choice for high-net-worth investors seeking advisor-led planning, tax strategies, and estate support. Fees become more competitive with larger balances, though the $500,000 minimum is a high barrier.",{"type":18,"attrs":2000,"content":2001},{"textAlign":34},[2002,2004,2010,2012,2017,2019,2031],{"text":2003,"type":22},"For alternatives, ",{"text":2005,"type":22,"marks":2006},"Vanguard Personal Advisor",[2007],{"type":31,"attrs":2008},{"href":1741,"uuid":1742,"anchor":34,"target":35,"linktype":74,"story":2009},{"name":1744,"id":1745,"uuid":1742,"slug":1746,"url":1747,"full_slug":1747,"_stopResolving":558},{"text":2011,"type":22}," Services starts at $50,000, while ",{"text":1754,"type":22,"marks":2013},[2014],{"type":31,"attrs":2015},{"href":1758,"uuid":1759,"anchor":34,"target":35,"linktype":74,"story":2016},{"name":1761,"id":1762,"uuid":1759,"slug":1763,"url":1764,"full_slug":1764,"_stopResolving":558},{"text":2018,"type":22}," and ",{"text":2020,"type":22,"marks":2021},"Merrill Lynch Wealth 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clients.",[2066],{"type":129,"attrs":2067},{"color":773},{"type":18,"attrs":2069,"content":2070},{"textAlign":34},[2071],{"text":2072,"type":22,"marks":2073},"While its fees and access requirements make it better suited to wealthier investors, those seeking personalized guidance can benefit from its comprehensive approach.",[2074],{"type":129,"attrs":2075},{"color":773},{"type":18,"attrs":2077,"content":2078},{"textAlign":34},[2079,2084,2092],{"text":2080,"type":22,"marks":2081},"If you need expert financial advice, Unbiased can ",[2082],{"type":129,"attrs":2083},{"color":773},{"text":2085,"type":22,"marks":2086},"match you with a financial advisor",[2087,2089,2091],{"type":31,"attrs":2088},{"href":1556,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":2090},{"color":871},{"type":873},{"text":2093,"type":22,"marks":2094}," who will help you manage your money and maximize your investments.",[2095],{"type":129,"attrs":2096},{"color":773},{"type":764,"attrs":2098,"content":2099},{"level":766,"textAlign":34},[2100],{"text":2101,"type":22,"marks":2102},"Frequently asked questions",[2103],{"type":982},{"_uid":2105,"component":2106,"accordions":2107},"241c7622-0f2a-4373-abc6-08b02312bd09","app-accordion-group",[2108,2158,2172],{"_uid":2109,"text":2110,"title":2156,"component":2157},"f77e8156-2fdb-4f3c-a060-4b4a1a466c56",{"type":15,"content":2111},[2112],{"type":804,"content":2113},[2114,2121,2128,2135,2142,2149],{"type":807,"content":2115},[2116],{"type":18,"attrs":2117,"content":2118},{"textAlign":34},[2119],{"text":2120,"type":22},"Personalised wealth management and financial planning",{"type":807,"content":2122},[2123],{"type":18,"attrs":2124,"content":2125},{"textAlign":34},[2126],{"text":2127,"type":22},"Dedicated financial 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Fidelity Wealth Management acts as a fiduciary. It has a legal obligation to act in its clients' best interests.",[2168],{"type":129,"attrs":2169},{"color":2170},"#0A0A0A","Is Fidelity Wealth Management a fiduciary?",{"_uid":2173,"text":2174,"title":2186,"component":2157},"5522cdbe-264f-494c-8920-64630bc0b9fa",{"type":15,"content":2175},[2176],{"type":18,"attrs":2177,"content":2178},{"textAlign":34},[2179,2181],{"text":2180,"type":22},"Yes, ",{"text":2182,"type":22,"marks":2183},"Fidelity Wealth Management is a highly reputable, legitimate, and major global financial institution. It is regulated by the SEC and FINRA (US) and FCA (UK), offering secure, comprehensive wealth management, financial planning, and investment services.",[2184],{"type":129,"attrs":2185},{"color":2170},"Is Fidelity Wealth management legit?",[2188],{"_uid":2189,"image":2190,"title":2194,"subtitle":12,"component":2206,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":2191,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2192,"copyright":12,"fieldtype":1553,"meta_data":2193,"is_external_url":543},95003587485456,"https://a.storyblok.com/f/185166/870x516/a4bd0fabca/fidelity-wealth-management.png",{},{"type":15,"content":2195},[2196],{"type":18,"attrs":2197,"content":2198},{"textAlign":34},[2199,2204],{"text":1555,"type":22,"marks":2200},[2201],{"type":25,"attrs":2202},{"class":2203},"primary-gradient",{"text":2205,"type":22}," review 2026","app-hero",{"name":2208,"created_at":2209,"published_at":2210,"updated_at":2211,"id":2212,"uuid":2213,"content":2214,"slug":2223,"full_slug":2224,"sort_by_date":34,"position":2225,"tag_list":2226,"is_startpage":543,"parent_id":2227,"meta_data":34,"group_id":2228,"first_published_at":2229,"release_id":34,"lang":730,"path":34,"alternates":2230,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Unbiased team","2024-01-18T11:49:29.332Z","2024-01-24T16:17:31.264Z","2024-01-24T16:17:31.285Z",429182198,"a38620a4-ad81-47d5-b2fe-9fe933abd010",{"job":2215,"_uid":2216,"name":2208,"image":2217,"component":2221,"description":2222},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":2218,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2219,"copyright":12,"fieldtype":1553,"meta_data":2220,"is_private":12,"is_external_url":543},13850198,"https://a.storyblok.com/f/185166/400x400/232c6cb764/unbiased-team.jpg",{},"article-author","Our team of writers, who have decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.","unbiased-team","authors/unbiased-team",-10,[],224651374,"170282a1-0fe6-4cf3-ab19-04639ed3474c","2023-04-03T07:50:42.397Z",[],[2232],{"_uid":2233,"body":2234,"title":2251,"component":2252},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[2235,2239,2243,2247],{"_uid":2236,"href":2237,"text":2238,"component":542,"openInNewWindow":558},"fc3a7508-2692-4afb-8bf2-0f6f2282a78b","https://www.unbiased.com/discover/financial-advice/top-wealth-management-firms","Best wealth management firms",{"_uid":2240,"href":2241,"text":2242,"component":542,"openInNewWindow":558},"da9ba160-173f-4a13-a0da-569c324f8843","https://www.unbiased.com/discover/financial-advice/merrill-lynch-financial-advisors","Merrill Lynch review",{"_uid":2244,"href":2245,"text":2246,"component":542,"openInNewWindow":558},"3d720402-2ef0-496b-9873-4b98313e57bc","https://www.unbiased.com/discover/financial-advice/ubs-wealth-management","UBS review",{"_uid":2248,"href":2249,"text":2250,"component":542,"openInNewWindow":558},"8f3bba2c-86ef-458c-b359-bcc0c25b74b3","https://www.unbiased.com/discover/financial-advice/morgan-stanley-private-wealth","Morgan Stanley review","Related articles","app-links-list",{"_uid":2254,"title":2255,"plugin":2256,"og_image":12,"og_title":12,"description":2257,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"79a26d40-4aa6-491a-88d7-c325a188906e","Fidelity Wealth Management Review 2026","seo_metatags","Fidelity Wealth Management review 2025: Discover how the service works, including fees, minimum account sizes, advisor access, tax and estate planning support, pros and cons, customer experience, and security features for investors.",{"name":2259,"created_at":2260,"published_at":2261,"updated_at":2262,"id":2263,"uuid":2264,"content":2265,"slug":2272,"full_slug":2273,"sort_by_date":34,"position":2225,"tag_list":2274,"is_startpage":543,"parent_id":2227,"meta_data":34,"group_id":2275,"first_published_at":2229,"release_id":34,"lang":730,"path":34,"alternates":2276,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Lisa-Marie Voneshen","2023-06-15T15:52:20.509Z","2025-01-16T09:32:39.804Z","2025-01-16T09:32:39.823Z",325664164,"f49ad739-325e-4708-8f12-1ef845dae272",{"job":2266,"_uid":2216,"name":2259,"image":2267,"component":2221,"education":12,"expertise":12,"description":2271},"Senior Content Writer",{"id":2268,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2269,"copyright":12,"fieldtype":1553,"meta_data":2270,"is_external_url":543},9871152,"https://a.storyblok.com/f/185166/4977x4225/28d0696088/lisa-marie-voneshen.jpg",{},"Lisa-Marie Voneshen is a Senior Content Writer at Unbiased and has previously written for loveMONEY and Shares Magazine. She is an award-winning journalist with around a decade of experience writing and editing content across various areas, including personal finance and investing.","lisa-marie-voneshen","authors/lisa-marie-voneshen",[],"5495fea7-b5e3-4edc-823d-8a27f54f6309",[],"app-article",[],[],"This review explores what Fidelity Wealth Management offers, the pros and cons of its services, and what fees to expect. 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