- Investment Products
- Managed Portfolios
Get a free Investment
Recommendation
Service Comparison
Portfolio Advisory Services is not simply an advisory relationship. Instead of merely passing you advice to help you make decisions, our professionals make all investment decisions and perform transactions on your behalf based on your financial situation.
We will recommend an investment strategy for you after you complete an investor profile.
| Service | Fidelity Portfolio Advisory Service® | Fidelity Private Portfolio Service® | Fidelity Personal Trust |
|---|---|---|---|
| Investment | $50,000+ | $300,000+ | $300,000+ |
| Account Type | Retirement or non–retirement accounts | Non–retirement accounts | Trust accounts |
| Investment Strategy | Model portfolio strategy matched to your risk/return profile | Target portfolio strategy matched to your risk/return profile including personalized tax–sensitive investment management1 |
Target portfolio strategy matched to your trust’s risk/return profile including personalized tax–sensitive investment management1 |
| Investment Holdings | Mutual Funds: Fidelity–only or a mix of Fidelity and non–Fidelity | Mutual funds:
Blend of Fidelity and non–Fidelity funds and exchange–traded funds Also accepts certain eligible pre–owned securities |
Mutual funds:
Blend of Fidelity and non–Fidelity funds and exchange–traded funds Also accepts certain eligible pre–owned securities |
| Relationship |
Team of Representatives: Dedicated Relationship Officer: $200,000+ |
Dedicated Relationship Officer | Dedicated Relationship Officer |
| Net Annual Fee | .25% — 1.1%2 Fee Breakdown  . This page will open in a popup window. |
.30% - 1.1%2 Fee Breakdown . This page will open in a popup window. |
.30% - 1.1%2 Fee Breakdown . This page will open in a pop–up window. |
Contact Us
|
|
|
|
||||||||||||||||||||||||||||||||||||||||||
Call Us
1 Fidelity Private Portfolio Service® and Fidelity Private Portfolio Service® for Trusts apply 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.
2 Based on eligible assets with Portfolio Advisory Services.
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.
Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
