![]() ![]() ![]() Fidelity has a $3/month fee for investors with balances between $10,000 and $49,999. For instance, you'll pay $0 in advisory fees if you have an account balance under $10,000. The account has a $0 minimum requirement (though you'll need at least $10 to invest), and it invests your money in a combination of Fidelity Flex mutual funds that contain domestic stocks, bonds, foreign stocks, and other investments.Īs for fees, the amount you pay depends on your account balance. If you're solely after low-cost automated portfolio management, Fidelity Go is the best choice. Both accounts best serve hands-off investors who want their investments managed for them, but Fidelity Personalized Planning & Advice is a better option if you're looking for both automated portfolio management and human advisor support. Fewer compatible account types than Schwabįidelity offers two different automated accounts: Fidelity Go and Fidelity Personalized Planning & Advice.Fidelity Personalized Planning & Advice is more expensive for investors with balances above $72,000.You can take advantage of ongoing, one-one-one advisor support with Fidelity Personalized Planning & Advice.Both accounts utilize Fidelity Flex mutual funds, so you won't have to worry about any expense ratios when paying advisory fees.Automated accounts are managed by a team of Fidelity professionals.No minimum requirement for Fidelity Go zero advisory fees for those with balances below $10,000.Yes - Schwab Intelligent Portfolios and Schwab Intelligent Portfolios PremiumĪre Fidelity's automated accounts right for you? Pros Yes - Fidelity Go and Fidelity Personalized Planning and Advice Yes - Unlimited one-on-one guidance from a CFP with Schwab Intelligent Portfolios Premium Yes - unlimited access to one-on-one financial coaching and professional investment management with Fidelity Personalized Planning and Advice advisor access also No advisory fees for Schwab Intelligent Portfolios, professional oversight, automatic rebalancing, tax-loss harvesting, CFP guidance, 24/7 customer support Zero-expense-ratio Fidelity Flex mutual funds, portfolio rebalancing, professional oversight, advisor guidance, 24/7 customer support Individual brokerage account, joint tenants with rights of survivorship, tenants in common, community property, custodial, trust, SIMPLE IRA, SEP IRA, traditional IRA, Roth IRA, inherited IRA, and rollover IRA ![]() Individual brokerage account, joint account, Traditional IRA, Roth IRA, rollover IRA, and health savings account (HSA) ![]()
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