Fidelity Investments is expanding its wealth management service offerings to high-net-worth clients with a new program ,Wealth Advisor Solutions. The program offers Fidelity’s customers the ability to establish relationships with qualified, independent registered investment advisor clients of Fidelity.Customers will receive personalized services offered by fee-based advisors, as well as investment advice and access to a broad range of investment products and services. These might include separately managed accounts, discretionary management using individual securities, wealth preservation, legacy planning and wealth transfer strategies.

“Some of our clients want to work with an independent adviser to complement the guidance they receive from Fidelity, or to receive more personalized service for which they are willing to pay an advisory fee,” said Gail Graham, senior vice president in Fidelity’s personal investments division.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.