ROBO ADVISOR RANKING

Best Retirement Portfolios
Growth
07

Fidelity Go - Growth Retirement Portfolio

Minimum Amount: $0

Management Fee: 0.35%

Fidelity Go

Fidelity’s growth retirement portfolio ranked the highest in our ranking of growth portfolios for retirement strategies. The underlying ETFs chosen by the portfolio posted a 0.77% return within the “Review Period”. Adding up both ETF level fees and the management fee charged by Fidelity Go yields a total cost to invest in the portfolio of 0.35%. Fidelity, a household name when it comes to retirement accounts, launched its robo-advisor in 2016. The service offers a robust robo-advisor experience. It offers services like automatic rebalancing and automatic dividend reinvesting but does not provide tax loss harvesting.

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Suggested Use: For investors who want a robust robo-adviser service from a recognized financial institution with a low minimum deposit.

1 year return Total cost Minimum deposit Tax services Auto deposits Human adviser Fractional Shares Automatic Dividend Reinvesting Automatic Rebalancing SRI Strategy
1
0.77% 0.35% $0
2
-1.29% 0.34% $0
3
-1.29% 0.49% $100,000 Access to CFP
4
-1.55% 0.24% $2,000 Access to series 65 licensed adviser
5
-1.61% 0.23% $2,000 Access to series 65 licensed adviser