Planning for Retirement - Help from Fidelity | The Planning Effect | Fidelity Investments

Fidelity Go^®

Let us handle the investing so you don't have to

No account minimums^†
Investments managed based on your preferences and unique financial situation

Fidelity^® Personalized
Planning & Advice

Combine managed investing, through our robo advisor, with ongoing financial guidance and support to keep your savings on track.

A minimum of $25,000 in assets managed through Personalized Planning & Advice
Unlimited 1-on-1 financial advice calls with a team of Fidelity advisors*
Investments managed based on your preferences and unique financial situation

* Clients with $250,000 or more at Fidelity may be eligible for dedicated Fidelity advisor access.

† There is no minimum amount required to open a Fidelity Go account However, in order for us lo invest your money according to the investment strategy you've chosen, your account balance must be at least $10. Fees low, balance, under $10,000: $0. $10,000.S49,999: $3 per month $50,000 and above: 0.35% per year.

Fidelity Go^® provides discretionary investment management for a fee. Fidelity^® Personalized Planning & Advice provides non-discretionary financial planning and discretionary investment management for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Discretionary portfolio management services provided by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, Strategic Advisers, FBS and NFS are Fidelity Investments companies.

Fidelity Personalized Planning & Advice clients must invest and maintain a minimum of $25,000, in the aggregate, and accounts will not be invested according to an investment strategy until an account has a balance of at least $10. Fidelity Personalized Planning & Advice is not currently designed for clients who are retired, within three years of retirement, or in need of retirement income planning.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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