• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Fidelity Portfolio Advisory Service®

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

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

Net annual
advisory fee

Between 0.25% and 1.7% of your eligible assets invested

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 site 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.
close

Get Started

If you are interested in Fidelity Portfolio Advisory Service® or Fidelity® Personalized Portfolios

Complete an Investor Profile Questionnaire below or call us at 800-544-1766 and we'll be happy to walk you through it. After reviewing your investor profile, we'll send you a complimentary investment proposal.

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

If you are interested in a Breckinridge Intermediate Municipal Separately Managed Account

Call us at 800-544-1766 to tell us about your investment objectives. After reviewing your investor profile, we'll send you a complimentary investment proposal, if appropriate.

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 Breckinridge Capital Advisors, Inc., are independent entities and are not legally affiliated.
Diversification/Asset Allocation does not ensure a profit or guarantee against loss.
Fidelity® Personalized Portfolios apply tax-sensitive investment management techniques (including tax-loss harvesting) on a limited basis, at its discretion, primarily with respect to determining when assets in a client's account should be bought or sold. As a discretionary investment management service, any assets contributed to an investor's account that the personalized portfolio does not elect to retain may be sold at any time after contribution. An investor may have a gain or loss when assets are sold.
Fidelity Portfolio Advisory Service® and Fidelity® Strategic Disciplines are services 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., a registered investment adviser, 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 provided by Fidelity Brokerage Services LLC. Custody and other services provided by National Financial Services LLC. Both are Fidelity Investments companies and members of NYSE and SIPC.
661589.1.0

Investor Profile Questionnaire

Complete an Investor Profile Questionnaire, and we’ll send you a complimentary investment proposal. You’ll be asked to provide general information about your current financial situation, investment goals, and tolerance for risk.

Your investment proposal will include a long-term asset allocation appropriate for you, an overview of our offering, and information about the professionals who will manage your account.

Begin here

Time needed: Approximately 15 minutes

Feel free to call us and we’ll be happy to walk you through the questionnaire.

Call 800-544-1766, 8 a.m. to 8 p.m. ET, Monday through Friday.

All information is confidential. Learn about our security.

Diversification/asset allocation do not ensure a profit or protect against loss.
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 (“FPT”), a federal savings bank, or Fidelity Management Trust Company (“FMTC”). Non-deposit investment products and trust services offered through FPT 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.
Fidelity® Personalized Portfolios apply tax-sensitive investment management techniques (including tax-loss harvesting) on a limited basis, at its discretion, primarily with respect to determining when assets in a client's account should be bought or sold. As a discretionary investment management service, any assets contributed to an investor's account that the personalized portfolio does not elect to retain may be sold at any time after contribution. An investor may have a gain or loss when assets are sold.
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.
Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
603493.1.0

Questions?

*These assets are not managed in a tax-sensitive manner. For eligible investors looking for tax-sensitive investing, consider Fidelity® Personalized Portfolios.
Fidelity Portfolio Advisory Service® is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity Private Portfolio Service® may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., Fidelity Personal Trust Company, FSB (“FPT”), a federal savings bank, or Fidelity Management Trust Company (“FMTC”). Non-deposit investment products and trust services offered through FPT 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.
Keep in mind, 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.
602049.2.0