Premium Services vs Private Client
Here’s a summary of the main problem reported and the solutions discussed:
- Main Problem: The user, Omni-Lord, is seeking information about the cutoff for Private Client status, the benefits associated with it, and whether Netbenefits or retirement accounts contribute to the total account value.
- Solution: FidelityLinsey explains that Premium Services and Private Client Group designations are based on the client’s relationship with Fidelity and provide access to a financial representative and exclusive events.
- Additional Resources: The user is encouraged to learn more about Fidelity’s offerings through a provided link and to contact the Investment Solutions team for further discussion on qualifications and services.
Here’s the full thread
Wondering what the cutoff for Private Client is, what the benefits are, and if Netbenefits / retirement accounts count towards the total account value.
Thanks!
Great question, @Omni-Lord!
Premium Services and Private Client Group client designations are based on the breadth of our client’s relationship with us. Premium Services Designations like Premium and Private Client Group are a way for us to recognize and thank our clients.
Having an account under our Premium Services team or Private Client Group gives clients the ability to work with a financial representative who understands their needs and serves as a point of contact for their relationship with Fidelity. They will also receive access to Fidelity’s thought leadership and local events and seminars.
You can learn more about our offerings here: https://www.fidelity.com/what-we-offer/overview
To discuss qualifications and services in greater detail please contact our Investment Solutions team.
Contact Fidelity: https://www.fidelity.com/customer-service/contact-us
We’re a great resource for general questions, so please don’t hesitate to follow up with us if there is anything that we can clarify. We’re always happy to help! 🟢