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
No account minimum1
Advisory fee2
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 advisors when needed
What you get
- Digitally led, personalized planning for savings goals like retirement, a big purchase, or growing your investments
- 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 managed through Fidelity® Personalized Planning & Advice3
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.
