Invest with a Digital Advisor

Fidelity GoSM

A simple, easy way to invest online

Minimum Investment

$5,000

Gross Advisory Fee2

0.35%

 
 

Partner with a Fidelity Investment Professional

Fidelity Portfolio Advisory Service®

Designed to help you invest for retirement and other large goals

Minimum Investment

$50,000

Gross Advisory Fee2

0.6%-1.7%

 

Fidelity® Personalized Portfolios

Focused on tax-sensitive investment management3 for long-term growth

Minimum Investment

$200,000

Gross Advisory Fee2

0.55%-1.50%

 

Fidelity Separately Managed Accounts

Invests in specific strategies and segments of equity and fixed income markets

Minimum Investment

$200,000-$500,000

Gross Advisory Fee2

0.20%-1.10%

 

Fidelity Wealth Management AdvisorySM

A highly personalized service offered through Private Wealth Management4

Minimum Investment

$2 million5

Gross Advisory Fee2

0.40%-1.15%6

 
 

Additional Services

Fidelity Wealth Advisor Solutions7

Provides access to a network of registered investment advisors that can provide customized wealth management and investment strategies.

Minimum Investment

Varies

Gross Advisory Fee2

Varies

 

Ready to get started?

 

Invest with a Digital Advisor

Fidelity GoSM

A simple, easy way to invest online

Minimum Investment

$5,000

Gross Advisory Fee2

0.35%

Investments

A mix of equity and bond index funds, along with ETFs and active bond funds, as appropriate for your investment objective and level of risk

 

Partner with a Fidelity Investment Professional

Fidelity Portfolio Advisory Service®

Designed to help you invest for retirement and other large goals

Minimum Investment

$50,000

Gross Advisory Fee2

0.6%-1.7%

Investments

An actively managed, diversified mix of funds, and potentially ETFs, that are aligned to your risk tolerance, time horizon, and goals

 

Fidelity® Personalized Portfolios

Focused on tax-sensitive investment management3 for long-term growth

Minimum Investment

$200,000

Gross Advisory Fee2

0.55%-1.50%

Investments

A personalized portfolio of funds, ETFs, and stocks, actively managed to your specific goals and tax situation

Ways to Customize

Equities

  • Add separately managed sub-accounts to your portfolio
  • Restrict certain securities or industries
  • Bundled trustee capabilities
 

Fidelity Separately Managed Accounts

Invests in specific strategies and segments of equity and fixed income markets

Minimum Investment

$200,000-$500,000

Gross Advisory Fee2

0.20%-1.10%

Investments

A mix of equity and bond index funds, along with ETFs and active bond funds, as appropriate for your investment objective and level of risk

Ways to Customize

Equities

  • Fidelity® Tax-Managed U.S. Equity Index Strategy3
  • Fidelity® Equity Income Strategy

 

Fixed Income

  • Breckinridge Intermediate Municipal SMA

Diversified

  • BlackRock® Diversified Income Portfolio
 

Fidelity Wealth Management AdvisorySM

A highly personalized service offered through Private Wealth Management4

Minimum Investment

$2 million5

Gross Advisory Fee2

0.40%-1.15%6

Investments

A highly personalized service that provides a comprehensive set of wealth strategies designed to meet your unique needs

 

Invest with a Digital Advisor

 
 

Partner with a Fidelity Investment Professional

A simple, easy way to invest online

Designed to help you invest for retirement and other large goals

Focused on tax-sensitive investment management3 for long-term growth

Invests in specific strategies and segments of equity and fixed income markets

A highly personalized service offered through Private Wealth Management4

Minimum Investment

$5,000

Minimum Investment

$50,000

Minimum Investment

$200,000

Minimum Investment

$200,000–$500,000

Minimum Investment

$2 million5

Gross Advisory Fee2

0.35%

Gross Advisory Fee2

0.60%–1.70%

Gross Advisory Fee2

0.55%–1.50%

Gross Advisory Fee2

0.20%–1.10%

Gross Advisory Fee2

0.40% to 1.15%6

Investments

A mix of equity and bond index funds, along with ETFs and active bond funds, as appropriate for your investment objective and level of risk

Investments

An actively managed, diversified mix of funds, and potentially ETFs, that are aligned to your risk tolerance, time horizon, and goals

Investments

A personalized portfolio of funds, ETFs, and stocks, actively managed to your specific goals and tax situation

Investments

A portfolio focused on a single asset class (i.e., equities or fixed income) or a specific investment objective (i.e., income)

Investments

A highly personalized service that provides a comprehensive set of wealth strategies designed to meet your unique needs

 

Ways to Customize

  • Mix of Fidelity and non-Fidelity Funds
  • All Fidelity Funds
  • Index-focused preference

Ways to Customize

  • Add separately managed sub-accounts to your portfolio
  • Restrict certain securities or industries
  • Bundled trustee capabilities

Ways to Customize

Equities

  • Fidelity® Tax-Managed U.S. Equity Index Strategy3
  • Fidelity® Equity Income Strategy

Fixed Income

  • Breckinridge Intermediate Municipal SMA

Diversified

  • BlackRock® Diversified Income Portfolio

Ways to Customize

  • May be integrated with your individual wealth plan
  • Solutions tailored to your investment preferences
 

Additional Services

Fidelity Wealth Advisor Solutions7

Provides access to a network of registered investment advisors that can provide customized wealth management and investment strategies.

Investment minimums and advisory fees vary by advisor and strategy.

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