Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Fidelity Go is registered with the SEC as an investment adviser (CRD #104555, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $1,750 a year under its published fee schedule. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Fidelity Go at a glance
| Fact | What Fidelity Go’s own pages say |
|---|---|
| Legal entity | Strategic Advisers LLC |
| Registration | Strategic Advisers LLC is registered with the SEC as an investment adviser (CRD #104555, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $1,750 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Fidelity Go |
| Cost to leave (exit fee) | No how-to-leave page published for this firm yet |
What Fidelity Go’s own fee schedule charges
CRD 104555 independently re-verified ACTIVE/isSECRegistered=Y, SEC-approved since 8/11/1977; the legal entity is Strategic Advisers LLC, an indirect subsidiary of FMR LLC, doing business through its Fidelity Go program-specific brochure. The brochure separately notes it can negotiate the advisory fee for certain accounts, but the standard published schedule is the flat 0.35% rate shown here.
“Average Daily Assets* Advisory Fee Account balances of less than $25,000 No advisory fee Account balances of $25,000 and above 0.35% annually”
The brochure states this 0.35% rate applies to the entirety of the account balance once assets reach $25,000, rather than only to the portion above that line, so each benchmark balance here, all above $25,000, is charged 0.35% of its full value.
| Account balance | Annual fee |
|---|---|
| $250,000 | $875 |
| $500,000 | $1,750 |
| $1,000,000 | $3,500 |
| $2,000,000 | $7,000 |
See the full breakdown, including how the figure is calculated, on Fidelity Go’s own fee page.
Registration
Strategic Advisers LLC is registered with the SEC as an investment adviser (CRD #104555, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Fidelity Go.
What it costs to leave
Fidelity Go does not yet have a dedicated exit-fee page on this site. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
Other advisor-firm reviews
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What we would compare it against
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- Form ADV Part 2A Brochure (March 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032885
- SEC IAPD firm summary (CRD #104555, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/104555
Methodology. This page was built September 28, 2026, drawing directly on Fidelity Go’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Fidelity Go; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Fidelity Go’s own Form ADV Part 2A and Form CRS. We have not used Fidelity Go as a client. Fidelity Go did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Fidelity Go’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.