Value you'll only find at Fidelity

Fees matter. Being transparent about pricing matters too. With an industry-leading delivery on value, nothing is standing between you and your money.


Get more value at a low cost

Industry-leading value

Trading fees
Stocks & options ETFs Bonds & CDs Mutual funds

$4.95 per stock or options trade

plus $0.65 per contract on options

$0 per trade for commission-free purchases of select Fidelity and iShares® ETFs

$4.95 per trade for all other ETFs

Save an average of $14 per bond4

$1 per bond or CD in secondary trading and free for US Treasuries traded online5

NEW Zero expense ratio index mutual funds

NEW No minimums to invest – Fidelity mutual funds6

$0 for Fidelity funds and hundreds of other funds with no transaction fees7

Get detailed pricing and learn more about how we compare to others on service, security, and more.

Fee comparison*
  Fidelity Schwab Vanguard
Account service fee $0 $0 $20 per year
Proprietary retail mutual fund investment minimums $0 $0 $1000 – $3,000 Investor Shares
$3,000 – $100,000 AdmiralTM Shares
Mutual funds low balance fee $0 $0 $20 per year
Account transfer out $0 Full: $50
Partial: $25
$0
Minimum initial investment $0 $0 $0
IRA closeout fee $0 $0 $0
Reorganization fee $0 $39 $0
Late settlement fee $0 $25 $0
Bank wire $0 $25 $10
Insufficient funds $0 $25 $20
Stop payment $0 $0 $15
Bill payment $0 $0 $4.95 per month
Account ATM fee $0 $0 $0

Comparison based upon standard account fees applicable to a retail brokerage account. Comparison does not reflect fees associated with trading, or otherwise transacting in an account.  All data is sourced from public websites as of 8/1/18 and subject to change. Certain fees may be waived by Charles Schwab and Vanguard based upon asset level, product type or trading activity. Please visit each firm’s respective website to review all fees applicable to establishing, maintaining and trading in an account.

* Certain waivers may apply

† On balances under $10K

‡ Requires $500K in Vanguard assets

Source: public web sites as of July 31, 2018

Planning and advice fees

Fidelity Go®

Robo advisor

Digital investment management for a single goal

Gross advisory fee:

0.35%8

General eligibility:

No minimums9


Fidelity® Personalized Planning & Advice

Hybrid robo: Digital investing + coaching

Digital planning and professional investment management with advisors when you need them

Gross advisory fee:

0.50%

General eligibility:

$25,000 with Fidelity Personalized Planning & Advice


Wealth Management

Through Fidelity® Wealth Services

Planning & advice from a dedicated advisor

Customized planning, advice, and investment management, led by a dedicated advisor

Gross advisory fee:

0.50%–1.50%

General eligibility:

$250,000 managed with Fidelity® Wealth Services


Private Wealth Management

Through Fidelity® Wealth Services

Planning & advice from an advisor-led team

Comprehensive planning, advice, and investment management, delivered by your own wealth management team and led by your advisor

Gross advisory fee:

0.50%–1.05%

General eligibility:

$2M managed with Fidelity® Wealth Services and $10M total investable assets10


Fidelity Go®


Robo advisor

Digital investment management for a single goal


Gross advisory fee:
0.35%8 

General eligibility:
No minimums9



Fidelity® Personalized Planning & Advice


Hybrid robo: Digital investing + coaching

Digital planning and professional investment management with advisors when you need them


Gross advisory fee:
0.50%

General eligibility:
$25,000 with Fidelity Personalized Planning & Advice



Wealth Management

Through Fidelity® Wealth Services

Planning & advice from a dedicated advisor

Customized planning, advice, and investment management, led by a dedicated advisor


Gross advisory fee:
0.50%–1.50%

General eligibility:
$250,000 managed with Fidelity® Wealth Services



Private Wealth Management

Through Fidelity® Wealth Services

Planning & advice from an advisor-led team

Comprehensive planning, advice, and investment management, delivered by your own wealth management team and led by your advisor


Gross advisory fee:
0.50%–1.05%

General eligibility:
$2M managed with Fidelity® Wealth Services and $10M total investable assets10

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