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We work to make investing clear and straightforward, so you can feel more confident in your decisions. Then we take on the work for you and make adjustments as needed.
Whether your goal is to save for retirement, manage the impact of market volatility or taxes1 on your investments, or produce investment income, start by working with us to find the service that fits your needs.
This digital managed account is designed for investors looking for a simple, online, low-cost professional money management solution.
General eligibility
$0 minimum to open an account; once your account balance reaches $10, our team will go to work for you2
Gross advisory fee:
0.35%3
Investments
Accounts are constructed with a mix of equity and bond index funds, along with active bond funds, as appropriate for your investment objective and level of risk.
Learn more about Fidelity Go®
These diversified investment strategies can be designed to accommodate your different priorities, preferences and goals.
General eligibility
An investment of $50,000 to $200,000
Gross advisory fee
0.50%–1.50%3
Investments
Accounts are constructed with mutual funds and, depending your preferences and profile, exchange traded products and/or individual securities.
See how to personalize your account
These separately managed accounts are specialized strategies used to complement your overall investment strategy.
General eligibility
An investment of $200,000 to $500,000
Gross advisory fee
0.20%–0.90%3
Investments
Accounts are constructed with individual securities and managed to a single asset class or built with a specific investment objective in mind.
See how to personalize your account
We can propose a strategy based on your priorities and preferences, and then take on the work of investing, while continuously supporting you.
See how our years of experience and our dedication to your best interests can help you reach your goals.
Work with a dedicated advisor for clear recommendations designed to help you grow and protect your wealth.
We take your security and privacy seriously. That's why we employ world-class measures to help safeguard your portfolio and your information.
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