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Key ways Portfolio Advisory Services from Fidelity provides you with an advantage.
Trust the experience of Fidelity's investment professionals
Our Investment Team does the work for you, and can help navigate your investments through changing market conditions. Your investments benefit from our experience and in-depth research methods.
Count on personal contact
Your Relationship Team member is available to answer your questions, explain our investment decisions, and respond to your changing investment needs.
Access to a wide variety of investments
With over 50 potential managed portfolio solutions and access to over 2,400 funds and other investments, our pros have the flexibility to make appropriate investment decisions for your assets.
Be confident that your assets are being managed for your long-term goals
We'll work with you to establish a detailed, focused plan to pursue your investment goals. And we'll be in close touch to update your plan should your goals change.
One net annual advisory fee
Your net annual advisory fee covers all sales loads and trading costs. And there's no contract or enrollment or exit fees.
Learn about the process of how a managed portfolio works.
Mutual fund fees and expenses, including those that apply to a continued investment in underlying funds, still apply, and are described in the prospectuses for such funds. Visit Fidelity.com or call Fidelity for a free prospectus containing this information.
Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
