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Fidelity Portfolio Advisory Service®

This account offers professional money management and access to our proprietary research through model portfolios of mutual funds.1

Benefits

Professional
investment
management

A model portfolio of mutual funds managed by institutional money managers at a low minimum investment

Exclusive access to
Strategic Advisers
Funds

An expanded universe of professional money managers hired by Strategic Advisers, some of which may not typically be available to retail investors, with the potential for improved pricing

A personal relationship

A dedicated team of experienced managed account professionals and an exclusive client site on Fidelity.com

Account details

Description

Based on your investor profile, including your risk tolerance, time horizon, and investment goals, a model portfolio of mutual funds will be selected and actively managed by Fidelity's Strategic Advisers.

Minimum investment

$50,000

Gross annual
advisory fee

A gross annual advisory fee will be charged—between 0.63% and 1.7%—and will vary based on total assets invested.2

Investment management

Investment team

Strategic Advisers, Inc., a registered investment adviser

Your Investment Team

Investment strategy

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

Benefits of Asset Allocation

Investment holdings

A mix of stock and bond mutual funds, including the Strategic Advisers Funds, which are exclusive to Fidelity. We invest with Fidelity and non-Fidelity money managers from across the globe.

Strategic Advisers Funds (PDF)

How we keep in touch

Fidelity contacts

An account executive, portfolio specialist, or client management team member will be assigned to you.

Customized
communications

Monthly statements, quarterly investment reviews, and an exclusive client website with 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.
1. These assets are not managed in a tax-sensitive manner. For eligible investors looking for tax-sensitive investing, consider Fidelity® Personalized Portfolios.
2. You will also incur underlying expenses associated with the investment vehicles selected.
Fidelity Portfolio Advisory Service® is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity® Personalized Portfolios may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc.; Fidelity Personal Trust Company, FSB ("FPTC"), a federal savings bank; or Fidelity Management Trust Company ("FMTC"). Nondeposit investment products and trust services offered through FPTC and FMTC and their affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. These services provide discretionary money management for a fee.
Brokerage services are provided by Fidelity Brokerage Services LLC. Custody and other services are provided by National Financial Services LLC. Both are Fidelity Investments companies and Members of NYSE and SIPC.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
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Complete an Investor Profile Questionnaire

Tell us about your investment objectives

Call us at 800-544-1766
or
Get started online using the appropriate link below

(available for Fidelity Portfolio Advisory Service® and Fidelity® Personalized Portfolios only)

Time needed: Approximately 15 minutes
Fidelity customers: Log in (login required)
Fidelity members: Sign in (login required)
New to Fidelity

After reviewing your investor profile, we'll send you a complimentary investment proposal.

Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
All information is confidential. Learn about our security.
Strategic Advisers, Inc., and BlackRock Investment Management, LLC, are independent entities and are not legally affiliated. Strategic Advisers, Inc. is the investment manager for client accounts and implements trades for the accounts based on the model portfolio of investments it receives from BlackRock Investment Management, LLC. Strategic Advisers, Inc. may select investments for an account that differ from BlackRock Investment Management, LLC's model.
Fidelity Portfolio Advisory Service®, BlackRock® Diversified Income Portfolio and Fidelity® Strategic Disciplines are services offered through Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments Company. Fidelity® Personalized Portfolios may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., Fidelity Personal Trust Company, FSB ("FPTC"), a federal savings bank, or Fidelity Management Trust Company ("FMTC"). Non-deposit investment products and trust services offered through FPTC and FMTC and their affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. These services provide discretionary money management for a fee.
Brokerage services are provided by Fidelity Brokerage Services LLC, 900 Salem Street, Smithfield, RI 02917. Custody and other services provided by National Financial Services LLC. Both are Fidelity Investment companies and members SIPC, NYSE.
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