How we can work together
Building for the future starts with a plan and an investment strategy to help bring that plan to life. No matter how you want to invest or what you’re trying to achieve, we offer a number of ways to work together.
Digital investing plus access to coaching
Professional, affordable money management with automatic rebalancing to keep your strategy on track, plus access to coaching when your balance reaches $25,000.
Minimum investment: $1000
Professionally managed stock portfolios
Customized portfolios of individual stocks managed by a team of professionals, with tax-smart investing techniques built in.
Minimum investment: $5,000
Build your own portfolio
Use Edgetrust’s online suite of planning tools to help you select from a range of investment options, including mutual funds, ETFs, and individual securities.
A simple approach for retirement
A single fund for retirement investors whose mix of stocks and bonds becomes more conservative over time as the target date approaches. All you have to do is choose a target date closest to the year you think you’ll retire.
An advisory team focused on you and your portfolio
Access a team of advisors, by phone or video, who will partner with you to help keep your investment strategy aligned with your goals through portfolio management, annual reviews, and tax-smart investing techniques.5
Minimum investment: $50,000
Work with a dedicated advisor
Customized planning and investment management, designed for your full financial picture, led by your dedicated Fidelity advisor with support from a team of specialists.
General eligibility: $50,000
Let's get your free plan started
See how the Edgetrustequity planning experience can help you reach your goals.