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";s:4:"text";s:4070:"Cities where $1 million lasted the longest ranked the highest in the study.In addition, Fidelity offers Wealth Advisor Solutions, which provides clients access to specialized investment services. Learn More. However, the firm has financial advisor branch offices located across the U.S. You can find a complete list of Fidelity’s numerous office locations on its website. 1 for Research out of 15 online brokers evaluated in the StockBrokers.com 2020 Online Broker Review.Clicking a link will open a new window.Make the complex, simpler. Fidelity Investments has launched Fidelity Rewards+, a program that gives wealth management clients a credit card that pays up to 3% back on everyday purchases, offers enhanced protection against fraud and allows customers to conduct free online trades.Members can make free online options trades and also get free identity theft insurance, theft monitoring and restoration from IDnotify a service of Experian.The program requires customers to have a minimum of $250,000 invested through Fidelity Wealth Services, Fidelity Strategic Disciplines or a combination of both plans, according to a press release.Members get the Fidelity Rewards Visa Signature card with no annual fee, which normally pays back 2% in rewards. June had 14 RIA transactions representing $20.6B, which is the second highest number of deals in a month and … The maximum fee will be $6,250. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.Your Fidelity advisor will provide access to planning and ongoing investment management based on your financial picture.Your advisor can help you choose an investment strategy based on your preferences and feelings about risk, proactively monitoring those investments so that they continue to meet your changing needs.​Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. June 2020. You'll have your own wealth management team, led by your Fidelity advisor, and comprehensive financial planning and investment management.Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. In an effort to offset potential conflicts of interest related to Fidelity earning money from the sale of certain investments, clients will get a credit. Clients who invest in a BlackRock® Diversified Income Portfolio or tax-sensitive program accounts are subject to a $200,000 minimum investment.To help prospective clients determine which account type best suits their individual investment goals, Fidelity has them answer a short questionnaire. We can act as trustee or co-trustee or, in some instances, serve as an agent for an individual trustee, providing clear communication and assistance with record keeping, disbursements, and tax returns.With access to over 75,000 individual taxable and municipal bonds and CDs and online analytical tools, we have the building blocks to help you construct a tailored portfolio to meet virtually any need.We can help you build a personalized plan around your full financial picture designed to help you pursue multiple goals, grow your wealth, and take care of the people who matter most to you.Your Fidelity advisor can connect you with third-party investment advisors who offer specialized services like integrated tax planning and preparation, fully customizable investment solutions, and strategies for concentrated positions.Contact us today to set up an appointment.We can work with you to integrate bonds and CDs into your investment approach, with strategies designed to preserve wealth, generate income, and potentially manage taxes.Your advisor can help you define your goals, understand your options, and proactively work with you to develop and implement a clear plan.Invest more, get more. 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