Fidelity Investment Management Advisory Services – PillarWM

Investing is a complex and intricate skill that not all financial advisors possess. If you’ve noticed that your portfolio is not performing the way you want it to, or you see no growth in your investments, it might be time to question your investment advisor’s tactics. It is best for affluent investors to go with reliable, reputable, and experienced firms and companies, such as Fidelity Investment. For a more comprehensive look into what sets apart an average financial advisor from an expert, you can read our Ultimate Guide. It provides valuable insights for wealthy investors who are looking to invest more than 5 million dollars.

For full disclosure, one advisory option is to utilize a firm like Pillar Wealth Management which serves clients who have between $5 million and $500 million in liquid assets.

One reason this is appealing to existing Fidelity clients is that we utilize Fidelity Investment to custody our clients’ money. What that means for existing Fidelity account holders is that the accounts will remain as-is, the money is accessible to you, and the links to your debit/credit cards and bank accounts all remain in place. Your cost base information and all historical details will be preserved this way while you gain a new advisor to guide you and invest your portfolio. We are merely granted access to manage your portfolio, but within the well-functioning and trustworthy Fidelity platform.

 This arrangement protects you. It also helps you avoid ACAT transfers (firm to firm), IRA-to-IRA transfers, and the like if you desire to hire a new wealth management firm. If you want to talk to a wealth manager who has served ultra-high net worth clients for over 30 years and uses a 100% custom approach to create a plan that grows, manages, and protects your wealth, schedule a free call with one of our co-founders, Hutch Ashoo or Chris Snyder.

We are an independent, white-glove, fiduciary, private wealth management firm. The advisors at Pillar Wealth Management have over six decades of combined experience and expertise in managing the wealth and portfolios of investors with $5 million to $500 million in liquid investable assets. Our independent Registered Investment Advisors can help you make wise investment decisions after analyzing your goals, risk tolerance, and time horizon. If you’re interested in talking to one of our experts, you can schedule a free consultation with us.

If you choose to work with us, you can rest assured that your money will be safe in the hands of trusted institutions. We can guide you in opening your Fidelity investment account, ensuring that your wealth receives a high level of security.

Table of Contents
About Fidelity Investments Inc. Which Services Do They Offer? Who Should Seek Fidelity Investment Advisory Services? How Can You Determine the Best Investment Company? Which Fidelity Investment Account Do You Need? Points to Take Home

About Fidelity Investments Inc.

As a multinational financial services corporation, Fidelity Investments is an operational brokerage firm, managing various financial aspects from mutual funds, index funds, asset custody, and cryptocurrency to wealth management, life insurance, investment advice, and securities execution and clearance.

Their objective is to help you create a full financial picture that meets your goals by investing in several securities and assets according to your portfolio. How well your portfolio performs depends on the strategies that your advisor uses and how often they rebalance your portfolio to align it with your goals. Our wealth managers are experts in this matter. If you would like to read about the strategies that they implement, you can read our guide: Improving Portfolio Performance: The Shifts Multi-Millionaires Must Make to Achieve Financial Security and Serenity.

Opening a Fidelity investment account might be the next step for you if you want to secure your financial future. We understand that wealthy families want to protect and sustain their capital to support their families and their costly lifestyles.

However, you might be unaware of the threats that you are exposed to. If you would like to learn more about how affluent investors can safeguard their fortune, you can read our hard-cover book, The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies for Families Worth $25 Million To $500 Million. It contains insights to help you integrate complex financial strategies and wealth management tools to boost your capital growth.

What Are Fidelity’s 6 Essential Services?

Fidelity Investment wealth services focus on providing you with the highest level of professionalism in their financial planning and investment management. If you’re wondering which services they offer, we have listed down some of them below:

1. Financial Planning

Fidelity’s financial planning can help you manage your goals and assets and help you prepare for your retirement and wealth protection. This plan will also provide the framework for your investment portfolio, i.e., a clear-cut plan of when and how you will generate profits.

As an affluent individual, your goals are unique and more complex than an average investor. It is crucial to have the right advisor working on your financial plan, as they need to be able to understand your values and priorities. At Pillar Wealth Management, our founders work exclusively with high net worth and ultra-high net worth individuals, so not only do they understand your goals, but they can also anticipate them. Get in touch with us for your first meeting!

2. Brokerage

As a major brokerage firm, Fidelity has more than 140 locations across the country. It serves multiple clients, from institutional investment firms and broker-dealers to family offices and banks. Their broad choice of investments, advanced tools, and tax-smart investing strategies make the process of trading simpler and more efficient.

Fidelity also has an investing arm for international investors called Eight Roads. It caters to worldwide clients in the UK, China, India, and Japan. The Fidelity investment login page allows clients to easily access their Fidelity investment account.

3. Mutual Funds

Fidelity’s largest equity mutual fund, Fidelity Contrafund, is the largest non-indexed fund in the US and has more than 100 billion dollars in assets. Next in line is their Fidelity Magellan equity fund with over 15 billion dollars in assets. Both these mutual funds are high performing and have held their performance for a long period of time.

4. Donor-Advised Fund

Fidelity Charitable is the company’s donor-advised fund, which allows high net worth and ultra-high net worth investors to manage their charitable donations and increase their investments. Since this is a tax-free transaction, many wealthy investors prefer this route to directly donating to charities.

5. Fidelity Personal, Workplace and Institutional Services (PWIS)

Through the PWIS, Fidelity allows clients to avail of its retirement planning services, including stock plan administration, pension administration, payroll and other record-keeping services, and health & welfare administration.

6. Active Investment Management

Investment management is a tactical skill that requires vigilance and meticulous attention to detail. At Pillar Wealth Management, our wealth managers know this and are devoted to using a number of methods, tools, and management styles to boost your performance; some of these are highlighted in our guide titled, “5 Critical Shifts for Maximizing Portfolio Growth Strategies – For Families Worth $5 Million To $500 Million.”

Fidelity offers active management by holistically analyzing your finances and allocating your assets accordingly. They specialize in tax-sensitive investment management to help you retain most of your gains.

Who Should Seek Fidelity Investment Advisory Services?

Investment management services are a great choice for anyone who has just entered the field of financial management and investing. If you’ve been using the same-old methods up till now, working with a company like Fidelity Investment can help you get serious about your future. They can take your investment profile to the next level, optimizing your portfolio for maximum performance.

Investors with large amounts of money invested in a variety of stocks, bonds, mutual funds, and other securities can benefit from working with professionals. However, finding the right team of experts is not simple. When you have more than 10 million dollars at stake, you need to be certain you’re choosing the right advisor to manage your investment. If you would like more insights on how to determine the best financial advisor for you, you can read our guide: The Ultimate Guide to Choosing the Best Financial Advisor for Families worth $5 Million to $500 Million.

How Can You Determine the Best Investment Company?

Before you decide to go with Fidelity Investment, you want the peace of mind of knowing that you did your due diligence by researching your options thoroughly. Hence, we will discuss a few factors that you should look for in an investment company.

Firstly, you should observe the level of personalization your advisor gives you. How much they care about personal service can be a determining factor. Of course, this depends on your personal preference. If you want an expert to be involved in your investment decisions, you’ll want a more hands-on approach. If you prefer doing most of the work yourself, you’ll be satisfied with an advisor who simply provides you with the tools and research you need.

An investment company’s range of investment choices is essential since most wealthy investors have diverse asset allocations. Their tools, strategies, management styles, and commissions or fee structure are other prominent factors to consider.

If you would like to read about all these in more depth, our guide discusses them in detail. It can help you narrow down your prospects and find the best financial advisor suited to your needs and financial profile.

Which Fidelity Investment Account Do You Need?

Wealth management firms like ours provide you with expert advice and services, but we do not act as custodians of your investments or wealth. Instead, we partner with reliable and professional banking institutions who act as third-party custodians for your accounts. Fidelity Investment is one of them. If you’re confused about how this works, feel free to schedule a meeting with one of our wealth managers. All you need to know for now is that this arrangement adds an extra layer of security for your money.

Before you can use the Fidelity investment login page, you need to identify which Fidelity investment account you need. They have numerous accounts for different purposes:

For Retirement Savings

If you want to open an account for your retirement, Fidelity allows you to open a Rollover IRA, a Traditional IRA, or a Roth IRA account. A Roth IRA allows your earnings to grow tax-free, and you can withdraw your savings without any penalty at any time. A traditional IRA is tax-deductible, but only if you meet the requirements. Alternatively, if you’re looking for a savings account for your child’s education, you can consider a 529 account.

For Investing and Trading

Their Brokerage and Cash Management account or the Fidelity Account offer a wide range of investment choices with no commission. With a mobile trading app, you can monitor your investments and portfolio performance.

Managed Accounts

Their managed accounts include Fidelity Go, Fidelity Personalized Planning and Advice, and Portfolio Advisory Services Accounts.

The Fidelity Go and the Portfolio Advisory Services account allows you to avail of their discretionary investment management services, while the Fidelity Personalized Planning and Advice allows you to avail of their discretionary investment management and non-discretionary financial planning, both for a fee.

These are built around your goals and preferences, using effective strategies to make smart investment choices while allowing you to monitor their performance.

Points to Take Home

With their excellent research skills and customized planning, Fidelity Investment offers expert services to wealthy clients who need help with investment management. Pillar Wealth Management works with Fidelity to ensure that your wealth remains secure and your investments gain high returns at minimal risks.

As an independent, fee-only, fiduciary wealth management firm, Pillar Wealth Management prioritizes your needs and helps you make smart investment decisions. Our experience with wealthy clients who have $5 million to $500 million in liquid assets makes us well equipped and prepared to anticipate your needs. If you would like to enlist our services to help you safeguard your assets, you can schedule your first free consultation with one of our wealth managers.

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