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Fidelity Managed FidFolios
Fidelity Managed FidFolios

Fidelity Investments› offers Fidelity Managed FidFolios

ProductOperating Status: Currently Offered

Fidelity Managed FidFolios is Fidelity's direct indexing advisory service for individual investors.

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Overview

Fidelity Managed FidFolios is a managed account advisory service that builds direct indexing portfolios, owning the individual stocks of a benchmark index rather than an index fund or ETF so that positions can be managed for tax efficiency. The service carries a 0.40% annual advisory fee and a $5,000 minimum investment.

Fidelity Managed FidFolios and Fidelity Strategic Disciplines are advisory services offered by Strategic Advisers LLC, a registered investment adviser and Fidelity Investments affiliate. It competes directly with Wealthfront's Nasdaq-100 Direct and other retail direct-indexing products on tax-managed index exposure.

Fidelity Managed FidFolios - Classification

Industry
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Fidelity Managed FidFolios - Direct Competitors

  • Wealthfront

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    Nasdaq-100 Direct

    wealthfront.com

  • Charles Schwab

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    Schwab Personalized Indexing

    schwab.com

AttributeFidelity Managed FidFoliosNasdaq-100 DirectSchwab Personalized Indexing
ProviderFidelity Investmentsfidelity.com144.3M raised · SeedWealthfrontwealthfront.com758.8M raised · PublicCharles Schwabschwab.com2.5B raised
Founded194620081971
Sells ToEmployers, Institutional, RetailIndividuals—
Pricing ModelAdvisory Fees, Brokerage Fees, Management FeesManagement Fees—
OwnershipPrivatePublic—
Fidelity Managed FidFolios

Provider Fidelity Investmentsfidelity.com144.3M raised · Seed

Founded 1946

Sells To Employers, Institutional, Retail

Pricing Model Advisory Fees, Brokerage Fees, Management Fees

Ownership Private

Nasdaq-100 Direct

Provider Wealthfrontwealthfront.com758.8M raised · Public

Founded 2008

Sells To Individuals

Pricing Model Management Fees

Ownership Public

Schwab Personalized Indexing

Provider Charles Schwabschwab.com2.5B raised

Founded 1971

Sells To —

Pricing Model —

Ownership —

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