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Help preserve wealth for future generations
Your financial and estate planning may benefit from the experience of Fidelity’s professionals.
See which trust may be right for you.
Investment management for your trust
We can provide professional investment management for your trust now and in the future whether you choose to continue to serve as trustee or name us as your trustee, co–trustee or successor.
Trustee services for your trust
As your trustee, we offer objectivity, continuity, and experience in fiduciary administration.
Along with our investment management, our services work to help you:
- Administer the trust according to its terms
- Communicate regularly with beneficiaries
- Prepare required records, statements, and tax returns
Account Information
The following is an overview of our trust services. If you are interested in professional investment management of trust assets or having us act as trustee, tell us about the trust’s financial goals by completing a no–obligation Investor Profile Questionnaire.
| Account Basics | |
|---|---|
| Account Type | Trust accounts. |
| Investment | $300,000 or more. |
| Net Annual Fee | Between .30% – 1.1% of your eligible assets invested with Portfolio Advisory Services. Fee Breakdown  . This page will open in a pop–up window. |
Relationship Management |
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| Contact | A dedicated Relationship Officer is assigned as your contact. |
| How We Keep In Touch | Monthly statements, quarterly and annual reviews, an exclusive Web site, and more. |
Investment Management |
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| Investment Team | Strategic Advisers, Inc. |
| Investment Strategy | Target portfolio matched to the trust’s goals, risk tolerance, and time horizon, with personalized tax–sensitive investment management.* |
| Investment Holdings | Blend of Fidelity and non–Fidelity mutual funds and exchange–traded funds. Also may accept certain eligible securities already owned by the trust. |
| Asset Allocation | Generally, a combination of funds investing in stock, bond, international, and short-term investments. |
See a side–by–side comparison of our services.
* Fidelity Private Portfolio Service® applies tax–sensitive investment management techniques on a limited basis, at its discretion, primarily with respect to determining when assets in a client’s account should be bought and sold. An investor may incur a gain or loss when assets are sold.
Fidelity Private Portfolio Service® may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., a registered investment adviser; 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.
Brokerage services provided by Fidelity Brokerage Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC. Custody and other services provided by National Financial Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC.
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Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Did You Know?
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Additional Resources
- Download a Brochure
- Naming Fidelity as Trustee [PDF]This page will open in a pop–up window.
- Download the Trustee Amendment [PDF]This page will open in a pop–up window.
- Benefits of Using a Corporate Trustee [PDF]This page will open in a pop–up window.
- Visit Estate Planning to determine how a trust fits into your financial plan
