Separately Managed Accounts


Looking for a targeted stock or bond portfolio built around a specific investment strategy? You can work with a dedicated Fidelity advisor who can help you decide if our separately managed accounts may be the investment vehicle you are searching for.1


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Seeks to pursue the long-term growth potential of U.S. large-cap stocks and to deliver enhanced after-tax returns.2

Minimum investment

$100,000

Gross annual advisory fee

0.20%–0.40%3

(varies based on total assets invested)

Seeks to deliver long-term growth in an effort to provide returns greater than the S&P 500® Index over a full market cycle.

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%3

(varies based on total assets invested)

Seeks to deliver long-term growth of capital over a full market cycle and dividend income greater than the S&P 500® Index, with the potential for less volatility than the U.S. stock market.

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%3

(varies based on total assets invested)

Seeks to deliver long-term growth of capital in an effort to provide returns greater than the MSCI EAFE Index (Net MA Tax) over a full market cycle.

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%3

(varies based on total assets invested)

Seeks to pursue the long-term growth potential of international developed market stocks and to deliver enhanced after-tax returns2

Minimum investment

$100,000

Gross annual advisory fee

0.20%–0.40%3

(varies based on total assets invested)

Seeks to generate income by investing in a broad range of asset classes. A flexible, opportunistic approach allows the investment manager to adjust the asset allocation in response to changing market and economic conditions.

Minimum investment

$200,000

Annual advisory fee

0.50%–1.50%3

(varies based on total assets invested)

Seeks to generate income while limiting risk to principal.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%3

(varies based on total assets invested)

Seeks to generate federally tax-exempt interest income while limiting risk to principal.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%3

(varies based on total assets invested)

Strives to limit risk to principal while generating federally tax-exempt interest income.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%3

(varies based on total assets invested)

Seeks to pursue the long-term growth potential of U.S. large-cap stocks and to deliver enhanced after-tax returns.2

Minimum investment

$100,000

Gross annual advisory fee

0.20%–0.40%3

(varies based on total assets invested)

Seeks to deliver long-term growth in an effort to provide returns greater than the S&P 500® Index over a full market cycle

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%3

(varies based on total assets invested)

Seeks to deliver long-term growth of capital over a full market cycle and dividend income greater than the S&P 500® Index, with the potential for less volatility than the U.S. stock market

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%3

(varies based on total assets invested)

Seeks to deliver long-term growth of capital in an effort to provide returns greater than the MSCI® EAFE® Index (Net MA Tax) over a full market cycle

Minimum investment

$100,000

Gross annual advisory fee

0.30%–0.90%3

(varies based on total assets invested)

Seeks to pursue the long-term growth potential of international developed market stocks and to deliver enhanced after-tax returns2

Minimum investment

$100,000

Gross annual advisory fee

0.20%–0.40%3

(varies based on total assets invested)

Seeks to generate income while limiting risk to principal.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%3

(varies based on total assets invested)

Seeks to generate federally tax-exempt interest income while limiting risk to principal.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%3

(varies based on total assets invested)

Strives to limit risk to principal while generating federally tax-exempt interest income.

Minimum investment

$350,000

Gross annual advisory fee

0.35%–0.40%3

(varies based on total assets invested)

Fidelity Rewards+®—exclusive benefits for investors like you

Clients who have at least $250,000 in professionally managed assets at Fidelity,4 including select SMAs, are eligible to earn a range of benefits, including:

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Highest cash back rate for everyday purchases

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Exclusive access to our Inspiring Voices speaker series, where prominent figures share their stories

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3 layers of advanced identity protection from IDnotify®, a part of Experian®

Invest more, get more. It's that simple.


Learn more

Other ways to invest

NEW
Introducing Fidelity Managed FidFoliosSM—making SMAs more accessible than ever before


Enjoy the benefits of a professionally managed stock portfolio with tax-smart investing strategies2 designed to help you keep more of what you earn.


  • Personalize your portfolio by eliminating up to 5 companies or 2 industries.
  • All for a $5,000 minimum investment.


Learn more


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