Fidelity Go

3.5

Robo Advisor

Affordable money management. Let our robo advisor do the investing for you.

Investment risk

Low

Min investment

$0

Target return

7% - 10%

Fees

0%

Overview

Fidelity Go® makes investing simple and convenient. They know that choosing and managing your own investments may not be high on your to-do list. Fidelity Go® lets you access professional money management on your terms so you can spend more time focusing on what matters to you. And because there's no minimum to open an account, it's easy to get started.

They've built a range of investment strategies. Answer a few questions, and they'll suggest one they think is right for you. Once you're invested according to the strategy you chose, they'll continue to watch your account and the markets, making the necessary adjustments to keep you on track. Fidelity Go® offers tiered pricing based on your account balance. You'll pay no advisory fee for a balance under $10,000, $3 per month for a balance of $10,000–$49,999, or 0.35% per year for a balance of $50,000 and above. There are no trading fees, transaction fees, or rebalancing fees.

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Why Invest

  • Professional management of your money.
  • No management fee on the first 10k invested!
  • Rated "Best Overall Robo" Advisor Fidelity Go.

How you make money

Stock price appreciation + dividends. For reference: according to historical records, the average annual return from the S&P Index since its inception in 1926 through 2018 is approximately 10%–11%. The average annual return since adopting 500 stocks into the index in 1957 through 2018 is roughly 8%. Adjusted for inflation, the historical average annual return is around 7%. However, it's important to note that each Robo has their own investment strategy that can influence returns.

How Fidelity Go makes money

Fidelity makes money by charging investors an annual management fee that breaks down into 3 categories: Under $10,000: $0​​​. $10,000–$49,999: $3 per month.​​​ $50,000 and above: 0.35% per year​.

Is it Safe?

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

Things to know

  • You make money onDividends + Value
  • Fees0%
  • Payout frequencyQuarterly
  • Term of investmentZero
  • LiquidityEasy
  • Open toAll Investors

Company

  • Country availabilityUS only
  • Assets under management$2460B
  • Established1946
  • Mobile ApplicationIOS, Android

Investment Return Calculator

Calculate your estimated return to reach your investment goals.

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%

years

$

Monthly

Amount invested

$7,000

Total fees

$0

Value after fees

$8,786.5

Any references to past performance, regarding financial markets or otherwise, do not indicate or guarantee future results.

Forward-looking statements, including without limitations investment outcomes and projections, are hypothetical and educational in nature. The results of any hypothetical projections can and may differ from actual investment results had the strategies been deployed in actual securities accounts.

Reviews

3.5
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