Compare our robo advisor and hybrid solution with coaching
Fidelity Go®
Our affordable robo advisor
Who it's for
Investors who want a digital investing solution and the benefits of professional money 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
$0 to open an account; once your account reaches $10, we'll start investing
Gross advisory fee
0.35%
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 advisors when needed*
What you get
- Digitally led personalized planning for multiple goals, helping to bring your financial picture into focus
- Personal, ongoing digital advice and tools to help you identify and take your next best action
- 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 access to online tools and a personalized financial roadmap to help you toward your financial goals.
General eligibility
$25,000 total minimum investment across all accounts enrolled in the service
Gross advisory fee
0.50%
Wealth Management
Through Fidelity® Wealth Services
Looking for a more hands-on approach? Work with a dedicated advisor for clear recommendations designed to help you grow and protect your wealth.
