Fidelity Go
Managed investing made simple
Starting Price
$0 - 0.35%
No fee under $25,000. 0.35% annually for $25,000+. Includes unlimited 1-on-1 coaching calls for $25k+ accounts.
Fidelity Go combines robo-advisory with the backing of one of the largest financial institutions. With no advisory fees under $25,000 and access to human advisors for larger accounts, it offers a compelling value proposition.
- Automated portfolio management
- Tax-smart investing
- Risk assessment algorithms
- Goal-based projections
- Automatic rebalancing
- No fee under $25k
- Backed by Fidelity
- Human advisor access
- Zero expense ratio funds
- No minimum to start
- Strong integration
- Limited customization
- No tax-loss harvesting
- Basic portfolio options
- Less sophisticated than competitors
- Conservative allocations
Fidelity Go is perfect for beginners or those with under $25k who want hands-off investing. The combination of no fees and human access is hard to beat.
Best For:
Fidelity customers or new investors wanting free managed investing
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Disclaimer
This content is for informational purposes only and should not be considered financial, tax, or legal advice. Consult with a qualified professional before making financial decisions. TaxMaker strives for accuracy but cannot guarantee all information is current or complete. Past performance does not guarantee future results.