- Investment Products
- Managed Portfolios
Get a free Investment
Recommendation
What It Costs
One advisory fee
Your net annual advisory fee includes all sales loads and trading costs. We never charge an enrollment or exit fee.
| Account Type | Retirement and non-retirement accounts |
|---|---|
| Net Annual Advisory Fee |
.25% - 1.1% Fee Breakdown  . This page will open in a popup window. |
| Example #1 | Minimum Balance: $50,000 Net Fee Percentage: 1.1% Net Annual Fee: $550 |
| Example #2 | Balance: $1,000,000 Net Fee Percentage: 0.67% Net Annual Fee: $6,700 |
Learn more about Fidelity Portfolio Advisory Service.
See the Client Agreement (PDF) . This page will open in a popup window. which contains the full fee schedule.
Fees are based on eligible assets invested with Portfolio Advisory Services and are applied and billed on a quarterly basis.
Lower your fees even more
As your account balance grows, your fee may decrease. You can also bundle your eligible accounts with family members, which may further reduce your fee.
Get Started Now
Complete our Investor Profile Questionnaire and receive a free, no-obligation Investment Recommendation.
Mutual Fund fees and expenses still apply, including those that apply to a continued investment in underlying funds. Those fees and expenses are described in the prospectuses for such funds. Visit Fidelity.com or call Fidelity for a free prospectus containing this information.
Get Started Now
- Complete our Investor Profile Questionnaire and receive a free, no-obligation Investment Recommendation.
Contact Us
|
|||||||||
|
|||||||||
|
|||||||||
|
