Compare Managed Accounts

Fidelity offers a variety of managed accounts, each one tailored to a different type of investor with different needs. Use the chart below to help understand which managed account may be right for you and your situation.

Managed Account Type For Investors Who Want Investment Strategy Minimum Investment Fees1
Fidelity Portfolio Advisory Service®

Help saving for retirement or another large financial goal

A long-term asset allocation investment strategy that includes a mix of Fidelity and non-Fidelity stock and bond mutual funds and other investments, as appropriate, in a model portfolio2

$50,000 A gross annual advisory fee will vary between 0.60% and 1.7% based on total assets invested.
Fidelity® Personalized Portfolios

Help managing taxable assets for long-term growth

A long-term asset allocation investment that includes a mix of Fidelity and non-Fidelity stocks, bonds, mutual funds, exchange-traded funds, and, when appropriate, separately managed accounts3

$200,000

A gross annual advisory fee will vary between 0.55% and 1.5% based on total assets invested.
BlackRock® Diversified Income Portfolio

To generate investment income while managing for risk

An actively managed portfolio that seeks exposure to a broad range of income-producing investments including investment-grade bonds, high-yield bonds, domestic and international high-dividend equities, preferred stocks, and REITs4

$200,000

An annual advisory fee will vary between 0.55% and 1.10% based on total assets invested.

Managed Account Type For Investors Who Want Investment Strategy Minimum Investment Fees1
Fidelity® Equity-Income Strategy

Help managing assets for long-term growth and dividend income

A strategy that seeks to deliver long-term growth of capital and dividend income greater than the S&P 500® Index with the potential for less volatility than the U.S. stock market

$200,000 An annual advisory fee will vary between 0.30% and 0.90% based on total assets invested.
Fidelity® Tax-Managed U.S. Equity Index Strategy

Help managing assets for long-term growth and who have concerns about taxes

A strategy that seeks to pursue the long-term growth potential of U.S. large-cap stocks and deliver enhanced after-tax returns through active tax management5

$200,000

An annual advisory fee will vary between 0.20% and 0.65% based on total assets invested.
Breckinridge Intermediate Municipal SMA

To limit risk to principal while generating income from individual municipal bonds

A strategy that seeks to limit risk to principal while delivering federally tax-exempt interest income. It is constructed primarily of intermediate-term, investment grade municipal bonds6 offered in both national and state preference options7

$500,000

An annual advisory fee will vary between 0.25% and 0.35% based on total assets invested.