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Simplify your retirement investing with a managed portfolio
Whether you want to invest for retirement or generate income in retirement, we can help you pursue your goals. Our pros will evaluate your financial situation and then invest and manage your investments on your behalf, putting our experience to work for you.
Account Information
The following is an overview of the service. We will recommend which service is appropriate for you after you tell us about your financial situation and goals by filling out a no–obligation Investor Profile Questionnaire.
| Account Basics | |
|---|---|
| Account Type | Retirement and non–retirement accounts. |
| Investment | $50,000 or more. For non–retirement accounts with assets above $300,000, consider Fidelity Private Portfolio Service® for tax–sensitive investment management.² |
| Net Annual Fee | Between .25%–1.1% of your eligible assets invested with Portfolio Advisory Services. Fee Breakdown  . This page will open in a popup window. |
Relationship Management |
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| Contact | Accounts with assets over $200,000 are assigned a dedicated Relationship Officer. Accounts with assets under that amount are assigned to a team. |
| 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 | Model portfolio matched to your time horizon and risk tolerance. |
| Investment Holdings | Mutual funds, Fidelity-only, or a mix of Fidelity and non-Fidelity. |
| 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.
1 Source: Social Security Administration, May 2006 "Income of the Population 65 or Older using highest quintile $44,129 per year and higher–2004"
2 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 Portfolio Advisory Service® is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity Private Portfolio Service® may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., 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.
Diversification and/or asset allocation do not ensure a profit or protect against loss.
Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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