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Key Insights. Fidelitys huge arsenal of proprietary investment products, research and trading tools, coupled with its lack of account management fees, make it a superb choice for beginner and advanced investors alike.
The quantifiable price savings on order execution make Fidelity a great choice for frequent traders. An expansive array of managed portfolios, with accompanying coaching and financial advisor guidance, is ideal for investors seeking both do-it-yourself tools and advisor-led guidance.
What about fees? Theres no cost to set up a meeting and talk to us. Any fees you pay at Fidelity are solely dependent on the products and services that you choose. We can disclose all fees based on your choices during consultation.
When we act as an investment adviser, we are considered to have a fiduciary relationship with you and are held to legal standards under applicable federal and state securities laws.
Fidelity Go has no advisory fees for balances under $25,000 and charges 0.35% per year for balances of $25,000 and over, which also includes access to unlimited one-on-one coaching calls from a Fidelity advisor. Zero-commission trades can be made with stocks, ETFs, options and some mutual funds.
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Fidelity Go offers tiered pricing based on your account balance. Youll pay no advisory fee for a balance under $25,000, or 0.35% per year for any balances of $25,000 and over. Either way, there are no trading fees, transaction fees, or rebalancing fees.
Usually, advisors that charge a percentage will want to work with clients that have a minimum portfolio of about $100,000. This makes it worth their time and will allow them to make about $1,000 to 2,000 a year.
FXNAX - Fidelity U.S. Bond Index Fund.

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