Adhesion Wealth Partnered With Fidelity on New Models

The collaboration offers advisors new custom portfolio options while waiving specific platform and tax-management fees.

Updated on Sept. 28, 2026 in Investing

Bold flat-color editorial illustration of nested metallic trays in navy and cream, representing structured portfolio management systems. — Adhesion Wealth has integrated 14 new custom portfolio models from Fidelity Investments, offering advisors streamlined tax-management tools and waived platform fees. AI Illustration. Upload story photo >

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Would you prefer using automated custom portfolio tools to manage your personal investment accounts?

Adhesion Wealth has teamed up with Fidelity Investments to integrate new custom model portfolio solutions into its advisory platform. This expansion adds 14 new models to the Adhesion Essentials lineup, aimed at streamlining portfolio construction for registered investment advisors.

Why it matters

Advisors are increasingly seeking ways to provide personalized investment experiences without the overhead of maintaining internal infrastructure. This move allows them to leverage Fidelity research alongside Adhesion's automated tax-management and trading technology.

Total third-party model portfolio assets reached $943 billion as of March 31, 2026, with custom models accounting for $258 billion of that total. These figures highlight a shift in how investment models are managed as issuers increasingly prioritize tax optimization tools.

The players

Adhesion Wealth

A Charlotte-based firm providing trading, rebalancing, and tax-management technology for financial advisors.

Fidelity Investments

A major financial services corporation providing investment research, portfolio construction tools, and brokerage services.

AssetMark

A wealth management platform provider that acquired Adhesion Wealth in 2022.

The details

The integration utilizes unified managed account technology to organize various investment strategies into separate account sleeves for individual clients. Adhesion Wealth handles ongoing trades and daily tax optimization through its platform, which is now supported by Fidelity's research. By waiving platform and tax management fees for this new offering, the firm aims to lower the barrier for advisors seeking to implement complex portfolio management strategies.

March 31, 2026: Total third-party model portfolio assets hit $943 billion.
July 2026: Adhesion Wealth launched its Tax Management Services.
Late 2026: Adhesion Wealth plans to launch a Manager Research Center.

Money Landscape

The push for custom model portfolios follows the pattern established by the August 2026 launch of customizable model portfolios by Vanguard. This trend reflects a broader industry movement toward scaling personalized investment management through automated technology.

If you work with a financial advisor, these tools may allow for more efficient tax-loss harvesting and personalized strategy management within your portfolio. Investors should speak with their financial professional to determine if their advisor uses these platforms and how they impact management fees.

The takeaway

The move toward custom models signals that personalized, tax-optimized investing is becoming a standard feature of modern financial advice. Investors should check their account statements to see if their advisor uses unified managed account technology to streamline their personal tax strategy.