Fidelity Portfolio Advisory Service®

This strategy is designed to help you invest for your retirement and other large savings goals.

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Or call us at 800-544-1766
 
  

A diversified mix of investments aligned to your goals, risk tolerance, and time horizon.

  

Ability to select funds from Fidelity and other firms, index-focused funds, or just Fidelity funds

  

A team of experienced professionals making ongoing investment decisions for you

Types of investments

A diversified mix of mutual funds, and, if appropriate, exchange-traded funds

 

Investment strategy

A model portfolio aligned to your goals, time horizon, and comfort with risk to help you grow your money.

 

Minimum investment

$50,000

 

Annual advisory fee

0.60%–1.70%

(varies based on total assets invested*)
 

Ways to customize

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

Investment team

Strategic Advisers, a Fidelity Investments company, will actively manage your model portfolio using its disciplined, research-driven approach.


Learn more about your investment team

FAQs: Fidelity Portfolio Advisory Service®

  • How can this strategy help me meet my goals?

    This strategy may be right for individuals who are looking for help saving for retirement or other large, long-term goals.

  • Who manages my money?

    Strategic Advisers, Inc., a Fidelity Investments company, will actively research, evaluate, and select investments to help you reach your goals. Strategic Advisers employs some of the best minds in the industry, and as your adviser they will always put your interests first.

  • What kind of investments can I expect in my account?

    Your strategy will comprise an actively managed, diversified mix of mutual funds, and potentially ETFs based on your investment preference. You will also have access to investments designed specifically for clients with assets in Fidelity Portfolio Advisory Service®.

  • How are the investments chosen for my account?

    Your goals, time horizon, and comfort with risk will help us select investments for your strategy. Additionally, your preference for a mix of mutual funds from Fidelity and other firms, index-focused funds and exchange-traded funds, or just Fidelity funds, will help us determine the appropriate investments to help you meet your goals.

  • Can I choose my own investments?

    Our investment professionals will handle the selection of your investments based on your needs, and your preference for a portfolio of funds from Fidelity and other firms, an index-focused approach or an all-Fidelity fund portfolio—all the while applying the long-term disciplined approach, we have used to help investors for decades.

  • Can I change my investment strategy?

    You can contact us at any time to discuss changing your investment strategy should your financial situation or goals change. You can feel confident knowing we'll work with you to help ensure you're on track to meet your needs.

  • Can I add funds to my account?

    Yes, you can add funds at any time.

  • Can I withdraw funds from my account?

    Yes, there are several ways to access your funds, including scheduled withdrawals.

  • How much do I need to open an account?

    The minimum funding amount is $50,000. Accounts can be funded with a check, bank wire, an exchange of assets from an existing Fidelity account, or a transfer of eligible assets from an account at another institution.

  • How much does it cost?

    Gross advisory fees range from 0.60% to 1.70% based on the amount of assets you invest.*

Next steps



Call an investment professional at 800-544-1766