Fidelity Separately Managed Accounts

Looking for a targeted stock or bond portfolio built around a specific strategy? Our separately managed accounts can help you reach your unique investing goals.

Questions? Call us at 800-544-1766
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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.*

Minimum investment

$200,000

Gross annual advisory fee

0.20%–0.65%

(varies based on total assets invested)

Seeks to deliver long-term growth of capital and dividend income with the potential for less volatility than the U.S. stock market.

Minimum investment

$200,000

Gross annual advisory fee

0.30%–0.90%

(varies based on total assets invested)

Looks to generate investment income by investing in traditional and nontraditional sources of income, while carefully balancing the trade-offs between risk and yield.

Minimum investment

$200,000

Gross annual advisory fee

0.55%–1.10%

(varies based on total assets invested)

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

Minimum investment

$500,000

Gross annual advisory fee

0.25%–0.35%

(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.*

Minimum investment

$200,000

Gross annual advisory fee

0.20%–0.65%

(varies based on total assets invested)

Seeks to deliver long-term growth of capital and dividend income with the potential for less volatility than the U.S. stock market.

Minimum investment

$200,000

Gross annual advisory fee

0.30%–0.90%

(varies based on total assets invested)

Looks to generate investment income by investing in traditional and nontraditional sources of income, while carefully balancing the trade-offs between risk and yield.

Minimum investment

$200,000

Gross annual advisory fee

0.55%–1.10%

(varies based on total assets invested)

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

Minimum investment

$500,000

Gross annual advisory fee

0.25%–0.35%

(varies based on total assets invested)

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Call an investment professional at 800-544-1766