Fidelity® Personalized Portfolios

This account offers tax-sensitive1 professional money management for investors who want to personalize their account.

Benefits

A tailored approach

Opportunity to personalize your account based on your goals and preferences, including the ability to include and/or exclude certain investments

Tax-sensitive
investment
strategies1

Multiple tax-sensitive investment management techniques and an ongoing rigorous account review process that seeks to increase your after-tax performance

Personalized
investment
management

An actively managed account focused on risk management, diversification, investment research, and after-tax returns

A personal relationship

A dedicated financial consultant and portfolio specialist who work together to help ensure your managed account and overall financial needs are taken care of

Trust services

Professional management of your trust assets

Fidelity's Personal Trust Services 2

Account details

Description

Based on your specific investment needs, a personalized portfolio of stocks, bonds, mutual funds, and exchange-traded funds (ETFs) will be built and actively managed by Fidelity's Strategic Advisers.

Minimum investment

$200,000

Gross annual
advisory fee

A gross annual advisory fee will be charged—between 0.55% and 1.5%—and will vary based on total assets invested.3

Investment management

Investment team

Strategic Advisers, Inc., a registered investment adviser

Your Investment Team

Investment  strategy  

Your long-term asset allocation and the investments which make up your portfolio comprise your investment strategy. Over time, your investments will be actively managed with the goal of taking advantage of upside market activity, managing for taxes, and seeking to minimize downside risk.

Benefits of Asset Allocation

Investment holdings

A mix of stocks, bonds, mutual funds, ETFs, and, when appropriate, your investment team may propose the use of the Strategic Advisers Tax-Managed U.S. Large-Cap Separately Managed Account (SMA), the Strategic Advisers Equity Growth SMA, and the Strategic Advisers Equity Value SMA.4

Fidelity Equity SMAs overview (PDF)

How we keep in touch

Fidelity contacts
A portfolio specialist will be your dedicated contact for all your managed account needs. You may also have access to a financial consultant who will be your contact for all your financial needs across Fidelity.
Customized
communications

Monthly statements, quarterly investment reviews, and access to account-specific information, investment commentary, and market insights from Fidelity

Next steps

To open a managed account with Fidelity, start by telling us your financial needs and goals. We’ll send you a complimentary investment proposal.

Call an investment professional at 800-544-1766.