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 model portfolio with a mix of investments appropriate for your goals and comfort level with risk

  

Ability to customize based on your investment approach and fund selection preferences

  

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

Investment Approach Options

  • Seeks to maximize return potential for given level of risk
  • Seeks to mitigate extreme volatility of the markets

Investment Selection Options

  • Mix of funds from Fidelity and other firms
  • All Fidelity funds
  • Emphasis on index products
 

Investment team

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


Learn more about your investment team

FAQs: Fidelity Portfolio Advisory Service®

  • Who is this service appropriate for?

    This service may be right for individuals who'd like a team of professionals to manage their money in pursuit of 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 will act as your adviser, always putting your interests first.

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

    Your account will contain a diversified mix of mutual funds, and potentially exchange-traded funds (ETFs), depending 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. Depending on the investment approach you prefer, you may choose to have us invest in funds from both Fidelity and other firms or in Fidelity Funds only, or you may choose to have us invest primarily in index funds from both Fidelity and other firms.

  • Can I choose my own investments?

    You may not buy and sell investments in your Fidelity Portfolio Advisory Service® account. By enrolling in a managed account service like this, you turn the day-to-day management of your investments over to a team of investment professionals. Once we understand your goals and tolerance for risk, we'll propose an appropriate investment strategy for your account. We will also work closely with you to help you select an investment approach to help meet your needs. You’re also entitled to place reasonable investment restrictions on your account. Feel free to contact us and we'll do our best to accommodate you.

  • Can I change my investment strategy?

    You can contact us at any time to discuss changing either your investment strategy or your investment approach if you believe that your financial situation or goals have changed. In addition, we'll conduct an annual strategic review of your goals and your financial situation and ask you to either confirm or update the information we have on file for you. At that time, based on any new information you provide, we may propose changes for your account.

  • 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