Fidelity Go provides automated investment management with a tiered service structure. The robo-advisor builds and manages personalized portfolios based on individual questionnaire responses, offering investment strategies ranging from conservative to aggressive. Portfolio management includes automatic rebalancing and ongoing market monitoring. The service charges no advisory fees for accounts under $25,000. For balances of $25,000 and above, a 0.35% annual advisory fee applies and includes additional benefits such as unlimited 30-minute phone consultations with Fidelity advisors. These consultations cover comprehensive financial planning topics including budgeting, debt management, and retirement planning. The platform combines digital portfolio management with access to professional financial guidance for larger accounts.
The form has been successfully submitted.