Fidelity Advisory Solutions1

Let experienced professionals take on the hard work of investing.

 
 

Invest with a Digital Advisor

Fidelity Go®

A simple, easy way to invest online

Minimum Investment

$02

Gross Advisory Fee3

0.35%

 
 

Partner with a Fidelity Investment Professional

Fidelity Portfolio Advisory Service®

Designed to help you invest for retirement and other large goals

Minimum Investment

$50,000

Gross Advisory Fee4

0.6%-1.7%

 

Fidelity® Personalized Portfolios

Focused on tax-sensitive investment management5 for long-term growth

Minimum Investment

$200,000

Gross Advisory Fee4

0.55%-1.50%

 

Fidelity Separately Managed Accounts

Invests in specific strategies and segments of equity and fixed income markets

Minimum Investment

$200,000-$500,000

Gross Advisory Fee4

0.20%-1.10%

 

Fidelity Wealth Management AdvisorySM

A highly personalized service offered through Private Wealth Management® 6

Minimum Investment

$2 million8

Gross Advisory Fee4

0.40%-1.15%7

 
 

Additional Services

Fidelity Wealth Advisor Solutions9

Provides access to a network of registered investment advisors that can provide customized wealth management and investment strategies.

Minimum Investment

Varies

Gross Advisory Fee4

Varies

 

Invest with a Digital Advisor

Fidelity Go®

A simple, easy way to invest online

Minimum Investment

$02

Gross Advisory Fee3

0.35%

Investments

A mix of mutual funds that hold domestic and foreign stocks, bonds, and short-term investments

 

Partner with a Fidelity Investment Professional

Fidelity Portfolio Advisory Service®

Designed to help you invest for retirement and other large goals

Minimum Investment

$50,000

Gross Advisory Fee4

0.6%-1.7%

Investments

An actively managed, diversified mix of funds, and potentially ETFs, that are aligned to your risk tolerance, time horizon, and goals

 

Fidelity® Personalized Portfolios

Focused on tax-sensitive investment management5 for long-term growth

Minimum Investment

$200,000

Gross Advisory Fee4

0.55%-1.50%

Investments

A personalized portfolio of funds, ETFs, and stocks, actively managed to your specific goals and tax situation

Ways to Customize

Equities

  • Add separately managed sub-accounts to your portfolio
  • Restrict certain securities or industries
  • Bundled trustee capabilities
  • Ability to increase (tilt) your account's international exposure
 

Fidelity Separately Managed Accounts

Invests in specific strategies and segments of equity and fixed income markets

Minimum Investment

$200,000-$500,000

Gross Advisory Fee4

0.20%-1.10%

Investments

A mix of mutual funds that hold domestic and foreign stocks, bonds, and short-term investments

Ways to Customize

Equities

  • Fidelity® Tax-Managed U.S. Equity Index Strategy5
  • Fidelity® Equity Income Strategy

 

Fixed Income

  • Breckinridge Intermediate Municipal SMA

Diversified

  • BlackRock® Diversified Income Portfolio
 

Fidelity Wealth Management AdvisorySM

A highly personalized service offered through Private Wealth Management® 6

Minimum Investment

$2 million8

Gross Advisory Fee4

0.40%-1.15%7

Investments

A highly personalized service that provides a comprehensive set of wealth strategies designed to meet your unique needs

 

Invest with a Digital Advisor

 
 

Partner with a Fidelity Investment Professional

A simple, easy way to invest online

Designed to help you invest for retirement and other large goals

Focused on tax-sensitive investment management4 for long-term growth

Invests in specific strategies and segments of equity and fixed income markets

A highly personalized service offered through Private Wealth Management® 6

Minimum Investment

$02

Minimum Investment

$50,000

Minimum Investment

$200,000

Minimum Investment

$200,000–$500,000

Minimum Investment

$2 million8

Gross Advisory Fee3

0.35%

Gross Advisory Fee4

0.60%–1.70%

Gross Advisory Fee4

0.55%–1.50%

Gross Advisory Fee4

0.20%–1.10%

Gross Advisory Fee4

0.40%–1.15%7

Investments

A mix of mutual funds that hold domestic and foreign stocks, bonds, and short-term investments

Investments

An actively managed, diversified mix of funds, and potentially ETFs, that are aligned to your risk tolerance, time horizon, and goals

Investments

A personalized portfolio of funds, ETFs, and stocks, actively managed to your specific goals and tax situation

Investments

A portfolio focused on a single asset class (i.e., equities or fixed income) or a specific investment objective (i.e., income)

Investments

A highly personalized service that provides a comprehensive set of wealth strategies designed to meet your unique needs

 

Ways to Customize

  • Mix of Funds from Fidelity and other firms
  • All Fidelity Funds
  • Emphasis on index products
  • Defensive strategy

Ways to Customize

  • Add separately managed sub-accounts to your portfolio
  • Restrict certain securities or industries
  • Bundled trustee capabilities
  • Ability to increase (tilt) your account's international exposure

Ways to Customize

Equities

  • Fidelity® Tax-Managed U.S. Equity Index Strategy5
  • Fidelity® Equity Income Strategy

Fixed Income

  • Breckinridge Intermediate Municipal Strategy
  • Fidelity® Core Bond Strategy
  • Fidelity® Intermediate Municipal Strategy

Diversified

  • BlackRock® Diversified Income Portfolio

Ways to Customize

  • May be integrated with your individual wealth plan
  • Solutions tailored to your investment preferences
 

Additional Services

Fidelity Wealth Advisor Solutions9

Provides access to a network of registered investment advisors that can provide customized wealth management and investment strategies.

Investment minimums and advisory fees vary by advisor and strategy.

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