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 Charles 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

Managed account fees

Digitally led experience

Work with a Fidelity advisor

Fidelity Go®

Our robo advisor is designed for investors seeking simple, low-cost professional money management.

Portfolio Advisory Services

Available as a component of Fidelity® Wealth Services, these diversified managed accounts can be personalized to an individual's goals and needs.

Separately Managed Accounts

Fidelity® Strategic Disciplines provides focused, single-asset class portfolios of individual securities that are personalized and designed to meet specific objectives.

0.35% advisory fee8

$0 minimum to open an account9

0.50% – 1.50% advisory fee8 
(varies based on total assets invested)

Investment minimums vary from $50,000 to $200,000, depending on investment options

0.20% – 0.90% advisory fee8
(depending on account type)

Investment minimums vary from $200,000 to $500,000, depending on account type

Digitally led experience

Fidelity Go®


Our robo advisor is designed for investors seeking simple, low-cost professional money management.

0.35% gross fee8 

$0 minimum investment to open an account9

 

Work with a Fidelity advisor

Portfolio Advisory Services


Available as a component of Fidelity® Wealth Services, these diversified managed accounts can be personalized to an individual's goals and needs.

0.50% to 1.50% gross advisory fee8
(varies based on total assets invested)

Investment minimums vary from $50,000 to $200,000, depending on investment options

 

Separately Managed Accounts


Separately Managed Accounts

Fidelity® Strategic Disciplines provides focused, single-asset class portfolios of individual securities that are personalized and designed to meet specific objectives.

0.20% to 1.10% advisory fee8
(depending on account type)

Investment minimums vary from $200,000 to $500,000, depending on account type

 
Compare services and fees

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