Compare our robo advisor and hybrid solution with coaching
Fidelity Go®
Our affordable robo advisor
Who it's for
Investors who want the benefits of digital investment management
What you get
- A digital experience to help you pursue a single financial goal
- An investment strategy recommendation that aligns to your goal
- Professional investment management by a team that works to keep your investment strategy on track
How it works
Answer a few questions online, then we’ll suggest an investment strategy and manage your money to the strategy you select, making adjustments as needed to keep you on track.
General eligibility
No account minimum1
Advisory fee
Under $10,000: $0
$10,000–$49,999: $3 per month
$50,000 and above: 0.35% per year
Fidelity® Personalized Planning & Advice
Our affordable hybrid robo advisor with coaching
Who it's for
Investors who want the benefits of digital investment management and planning with Fidelity advisors when needed
What you get
- Digitally led, personalized planning for savings goals like retirement, a big purchase, or growing your investments
- An investment strategy recommendation that aligns to your goal
- Professional investment management by a team that works to keep your investment strategy on track
- Access to a team of advisors to review your financial plan, plus 1-on-1 coaching on a variety of financial topics
How it works
Answer a few questions online, then we'll suggest an investment strategy and manage your money to that strategy. You'll also get 1-on-1 financial coaching from Fidelity advisors on calls when you need it.
General eligibility
$25,000 managed through Fidelity® Personalized Planning & Advice
Advisory fee
0.50%
It's good to understand the specifics about these types of accounts and how they work.
