Separately managed accounts (SMAs) are professionally managed portfolios generally made up of individual securities that can be personalized around your needs while focusing on a targeted investment objective. Connect with a Fidelity advisor to learn more about SMAs. ...
Advisory fee: 0.40% for index, 0.70% for actively managed An option for harnessing the growth potential of stocks Get started, Fidelity Managed FidFolios® Personalized Portfolios Accounts Personalized investment management Professionally managed, multi-asset class portfolios that can be configured around...
They’re professionally managed – but track an index rather than actively managed (the manager is there to keep the fund from straying off the index being tracked). If you’re keen on lower minimums, ETFs are better. Many mutual funds (like Vanguard) have minimums ranging from $1,000 ...
Managed accounts offer professional, personalized management. More from our portfolio managers A collection of current insights from our portfolio managers. Subscribe to Fidelity Viewpoints® Timely news and insights from our pros on markets, investing, and personal finance. All fields are required...
Our separately managed accounts may be the investment vehicle you are searching for.Investments that offer the potential for income and growth Mutual funds Fidelity offers a wide variety of mutual funds and exchange-traded funds (ETFs) that are focused on generating income. We can help you build...
Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. SeeFidelity.com/commissionsfor further detai...
Professionally managed portfolios, such as one offered through a defensive portfolio advisory service can also help reduce the impact of sharp movements in the markets.3 A defensive portfolio may seek to include more conservative stock investments, high-quality bonds, and alternative investments...
For those who prefer to have an investment professional manage an IRA, learn about Fidelity® managed accounts. Put your money to work Across most investment time frames, investing for growth matters. The potential for growth in your investment mix can be vital to helping you save enough to ...
From fully customized investing to single-fund solutions, Fidelity offers a host of professionally managed options. See your options I'll invest my IRA on my own Select and manage your own portfolio of investments using a range of Fidelity investment options and tools. ...
I prefer to have my investments managed for me6 Fixed income separately managed accounts (SMAs) These professionally managed bond portfolios are built around a specific investment strategy and can be personalized around your investment preferences. Wealth Management Through Fidelity® Wealth Services If...