Jul 27, 2023 · Rewards Programs. Both of these cards do a good job of offering unlimited cash back without spending caps or category restrictions. But the Fidelity card’s 2% return rate is obviously better than the 1.5% offered by Schwab. The difference may seem small on the surface, but it adds up over the long run. Mar 26, 2016 ... Sign up for the Dummies. Beta Program to try Dummies' newest way to learn. ... Two brokerage houses that house exchange-traded funds (ETFs), along ...Jan 14, 2021 · Charles Schwab is a well-known broker offering commission-free online trades, extensive research and around-the-clock phone support to a range of investors. It caters to a wide range of investors including active traders and fundamental traders. ★★★★★ 4.2/5. Fidelity Investments offers a respectable mix of beginner support and ... Cost-conscious investors should consider low commission leader Charles Schwab . Investors with accounts more than $250,000 should look at Vanguard as an alternative to Morgan Stanley. Vanguard’s commissions for accounts with $50,000- $500,000 become very competitive with the low-commission brokers. Charles Schwab is offering advisory … See how working at Charles Schwab vs. Fidelity Investments compares on a variety of workplace factors. By comparing employers on employee ratings, salaries, reviews, pros/cons, job openings and more, you'll feel one step ahead of the rest. All salaries and reviews are posted by employees working at Charles Schwab vs. Fidelity Investments. Charles Schwab also pays $1 an hour more. At Fidelity, the recruiter seemed tired and uninterested. I had a second zoom interview, and the 2 hiring managers also seemed tired and overworked and were not personable at all. But I know someone who works for Fidelity, and he said he absolutely loves it and they treat you very well.Compare the features, fees, platforms and tools of Fidelity and Charles Schwab, two of the best online brokers. See how Fidelity wins with $0 trades, more …Fidelity Investments is not a publicly traded company as of January 2015, so it does not have a ticker symbol. Ticker symbols are only used for publicly traded companies. However, ...Schwab clients can expect to pay between 13.575% and 11.875%. M1 Finance doesn’t have a tiered schedule. Instead, it has two rates—one for regular members and another for Plus subscribers. The two rates are 8.75% and 7.25%. Both firms also offer borrowing capability outside of brokerage accounts.A comparison of fees, services, and products between Fidelity and Charles Schwab, two large and trusted brokerage houses. Find out which one is better for you based on cost, …Fidelity vs. Charles Schwab: Which Is Better For You? Fidelity has been around for nearly 50 years and is one of the most trusted names in the industry. They offer a wide range of products and services, including retirement planning, investing, and banking. They also have some of the lowest fees in the business. Charles Schwab is a newer …Account Fees. Schwab charges no fees for brokerage accounts or IRAs. Meanwhile, Vanguard charges a $25 annual fee for each brokerage and mutual-fund-only account. It also charges fees for IRAs and ... Charles Schwab vs Fidelity Investments. Compare company reviews, salaries and ratings to find out if Charles Schwab or Fidelity Investments is right for you. Charles Schwab is most highly rated for Work/life balance and Fidelity Investments is most highly rated for Compensation and benefits. Learn more, read reviews and see open jobs. Jun 27, 2023 · Compare the costs, account minimums, tradable securities, account types and customer support of two popular online brokers. See how Schwab and Fidelity rank in Bankrate's annual broker reviews and awards. Schwab vs fidelity. Debating between opening a Roth 401k between the two I’m 23 and opening for long term gain any recommendations will be a appreciated. Schwab is the industry leader in money received from payment for order flow. Fidelity does not receive payment for order flow. Fidelity is a much better choice for that reason alone.Jun 8, 2021 ... Trying to figure out what Broker you should use can be difficult to decide, come take a look at these 4 brokerages so you can see the ...Charles Schwab Debit Card vs. Fidelity Debit Card. Advice. I was looking at this for a good debit card with no transaction fee. It looks Charles Schwab debit card has the best reviews. But I have been using Fidelity as my main brokerage account and I saw that Fidelity also offers a debit card with no transaction fee. So my questions are:Stock Research. Get Started with Fidelity Investments. Read Review. Best For: Fund Investing. Get Started with Charles Schwab. Similarities Between Fidelity …As of 2013, Liz Ann Sonders is married to Bob Meier. Sonders is a senior vice president and chief investment strategist at Charles Schwab & Co., Inc. Sonders is well known for her ...Fidelity vs Merrill Edge 2024. Is Fidelity better than Merrill Edge? After testing 18 of the best online brokers, our analysis finds that Fidelity (98.7%) is better than Merrill Edge (94.0%). Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.The two brokerages offer broker-assisted trades for $25, and they have a long list of no-transaction-fee mutual funds. However, E*Trade offers 4,400 NTF mutual funds, while Charles Schwab only has 3,500 and charges more for non-NTF funds at $49.99. With E*Trade, you’ll pay $19.99 for all other mutual funds.Sep 13, 2021 · The one place where you’ll incur consistent transaction costs is when it comes to options trading. However, transaction costs for options at each institution are comparably quite low. Both Fidelity and Schwab charge $0.65 per option, while Vanguard charges $1. Keep in mind that these are contract fees, not commissions. Only Schwab displays special margin requirements on individual securities on its trading platforms. As for the cost, here are the entry-level rates for loans below $10,000: Northwestern Mutual: 10.5%. Charles Schwab: 13.575%. Fidelity: 13.575%. Firstrade: 13.75%. Vanguard: 13.75%.Fidelity is regarded as a safe broker by many traders since it has a strong reputation in the financial sphere and falls under strict regulation by mainstream financial authorities, as we have already mentioned.. Charles Schwab is also a US-based broker that was established in 1971 and is listed on the New York Stock Exchange. Charles Schwab offers its …Fidelity Vs Charles Schwab; Stock screeners allow investors to pick out securities based on over 100 different criteria using both technical and fundamental analysis. Stock quotes are displayed with customizable charts, company headlines and buy/sell ratings from Schwab and Morningstar. Fidelity’s research offerings include Fidelity ...Schwab's short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab's Mutual Fund OneSource® service (and certain other ...With its exceptional educational materials, Fidelity is also an attractive option for people who want to make informed investment decisions. Morgan Stanley, on the other hand, has a higher minimum balance for its robo-advisor. However, if you want personal investment advice, the company's $50,000 virtual financial advisor service is something ...Jun 7, 2020 ... Schwab's interface and research is the most sleek and easy to use compared to Fidelity and Vanguard. But Vanguard has the benefit of being owned ... Schwab vs fidelity. Debating between opening a Roth 401k between the two I’m 23 and opening for long term gain any recommendations will be a appreciated. Schwab is the industry leader in money received from payment for order flow. Fidelity does not receive payment for order flow. Fidelity is a much better choice for that reason alone. Jan 12, 2024 · Schwab did not make our list of the best robo-advisors in part because it keeps a disproportionate amount of its portfolios in cash. Schwab’s cash management accounts currently pay just 0.48% APY. Schwab is more aggressive than Fidelity and Vanguard about profiting from the cash of its customers. I like Schwab's user interface better on the mobile app and desktop more. Highly subjective though. Schwab has the better customer service, but by a small margin over Fidelity. Less restrictions on options trades. Fidelity felt like a hyper controlling parent nagging you all through the process of an option trade.Jan 31, 2024 · January 31, 2024. Is Fidelity better than Interactive Brokers? After testing 18 of the best online brokers, our analysis finds that Fidelity (98.7%) is better than Interactive Brokers (93.5%). Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app. Choosing Between Them: If you prioritize cost-effectiveness and a wide array of ETF options, Schwab Intelligent Portfolio might be your pick. However, be mindful of potential operating expenses tied to the ETFs used. On the other hand, if you’re drawn to Fidelity’s proprietary Flex Funds and seek a platform with no fees for smaller balances ...Charles Schwab's Chief Strategist Liz Ann Sonders talked to us about how to beat the market by finding the inflection points. Plus she did a full podcast with #AlphaRising and ...PillarWM. Fidelity and Charles Schwab are two of the world’s biggest investment firms. By the end of 2019, Charles Schwab has 12.3 million active brokerage accounts and client assets worth $4.04 trillion. Fidelity is even bigger, with 30.8 million brokerage accounts and total customer assets worth $7.3 trillion (as of 31 st March 2020). Fidelity’s CMA is a quasi fintech, third party system; - Schwab still offers cashiers checks; - Schwab‘s debit card has zero transaction fees when out of the country. Fidelity is 1% on purchases; - When traveling overseas, if you lose your debit card Schwab will overnight you a new one anywhere in the world. 27 Dec 2020 ... I used to have accounts at Vanguard and Fidelity from work. They are good, no complaint if you have passive accounts.Fidelity vs Ally Invest 2024. Is Fidelity better than Ally Invest? After testing 18 of the best online brokers, our analysis finds that Fidelity (98.7%) is better than Ally Invest (84.6%). Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.Charles Schwab vs. Acorns vs. Fidelity: Verdict Acorns’ monthly fee makes it uncompetitive, while Schwab’s advanced software gives it the victory overall here. Open Charles Schwab Account. Open Account. Open Acorns Account. Open Account. Open Fidelity Account. Open Account . About the Author. Chad Morris is a financial writer with …Fidelity serves more than 43 million accounts, while Charles Schwab has more than 34 million accounts. Charles Schwab has $8.2 trillion in client assets, while Fidelity has $11.5...Option contracts are pricier at Charles Schwab, costing $0.65 per contract versus $0.00 per contract at SoFi Invest. For futures, Charles Schwab charges $2.25 per contract and SoFi Invest charges $0.00 per contract. For a deeper dive, see our best brokers for free stock trading or options trading guides.Their underlying investment strategies are very similar, but Schwab is slightly more conservative and Fidelity is more aggressive. You cannot go wrong with any ...Jun 28, 2023 · Charles Schwab vs Fidelity – Is Charles Schwab better than Fidelity? No, Charles Schwab is not better than Fidelity. Schwab has higher rates on many investment products and services than Fidelity, and has a worse trading platform. If you’re in, near, or approaching retirement, however, you might appreciate Schwab’s features more. Bottom line. Charles Schwab and Fidelity are two big names for brokerage accounts. Schwab may be a better option for futures traders, but choose Fidelity if you …Also, Fidelity isn’t a public company whereas Schwab is, meaning that Fidelity isn’t beholden to the mighty quarterly earnings calendar and public earnings calls. There’re both good brokers, but those aspects give Fidelity the edge in my book. Reply reply. ConsiderationRoyal87.There is no fee from Fidelity when transferring assets, but the delivering firm (in your situation, Schwab) may charge a fee to transfer your assets. If you already have an open Fidelity account with the same registration as your Schwab account, you can request a (TOA) through our website (login required). If additional paperwork or signatures ...Fidelity’s Active Trader Pro and Charles Schwab’s thinkorswim are both powerful, feature-packed trading platforms. Thinkorswim is the better platform of the two for day traders, futures traders, FOREX traders, traders who require advanced charting, and traders wanting to use automated trading scripts. Active Trader Pro is the better ...E*TRADE vs. Fidelity: 2024 Comparison. Advertiser disclosure . E*TRADE vs. Fidelity: 2024 Comparison ... Charles Schwab. Interactive Brokers IBKR Lite. J.P. Morgan Self-Directed Investing ...Since October 2020, the firm has operated as a subsidiary of Charles Schwab, and TD is currently in the process of integrating more fully into the financial services behemoth, with an expected completion date sometime in 2023. TD Ameritrade is a full-service firm, offering brokerage accounts as well as a robo-advisor experience. TD …In 2008, 50 percent of working teenagers reported saving “some” of their wages and spending the rest, as reported by a Charles Schwab Foundation study. In 2012, a survey of 16- and...Charles Schwab's Chief Strategist Liz Ann Sonders talked to us about how to beat the market by finding the inflection points. Plus she did a full podcast with #AlphaRising and ...9 May 2023 ... For optionality, Schwab seems to have more bells and whistles. If I had to pick one, I would probably move to Fidelity for the mix of features, ...Fidelity vs Merrill Edge 2024. Is Fidelity better than Merrill Edge? After testing 18 of the best online brokers, our analysis finds that Fidelity (98.7%) is better than Merrill Edge (94.0%). Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.Charles Schwab vs. Fidelity: Research reports and news. The discount brokers of today are unlike those of the past. Historically, the industry focused on eliminating extras like free research to reduce trading costs. Now, electronic trading allows brokers to offer both low costs and excellent research.Charles Schwab vs Merrill Edge Comparison. Comparing brokers side by side is no easy task. We spend hundreds of hours each year testing the platforms, mobile apps, trading tools and general ease of use among online brokerages, as well as comparing commissions and fees, to find the best online broker.. Though many U.S. brokers offer …Step 1: If you don’t have an account with Fidelity yet, start by signing up for one. (If you already have an account, skip this step.) Step 2: Navigate to the Transfer of Assets page. Step 3: In the “ Select your current firm ” section, select Charles Schwab. Step 4: Choose the information that appears on your Charles Schwab statement ...Adding links between brokerage accounts directly (with no checkwriting function on either side) is possible. There might be extra restrictions on joint accounts. The ACH info for Fidelity should work fine. You should tell schwab it's a checking account ACH routing/account setup, that you're sending money to.Advisor Charles B. Sachs had a big referral come in, a multimillion dollar client who wanted to keep her accounts at Fidelity. But he typically relies on Charles Schwab as the custodian that holds ...Schwab holds a whopping 77.5% of the $160 billion that financial advisers hold with service agents, compared to Fidelity's 17.2%. Datalynx Inc. has 3.4%, Jack ...Continue reading → The post Vanguard vs. Fidelity vs. Schwab appeared first on SmartAsset Blog. It’s no secret that Vanguard, Fidelity and Charles Schwab are three of the most popular and well ...Northwestern Mutual is a shitty life insurance company. Don't give them your money, you'll have high fees and low returns. You don't want managed things in general. Fidelity is already a great option, as are Schwab and Vanguard. You can put it in a target date fund for around the time you will retire and it will automatically rebalance your ...0.35% per year $25,000+. 0.30%. Tax-loss harvesting. Tooltip Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their Schwab Intelligent Portfolios account. Clients must choose to activate this feature. Please be aware that the ability to realize significant tax benefits from tax-loss harvesting depends upon ...Eric Reed. December 3, 2020 · 8 min read. Investor uses a mobile trading app. As investing platforms, Charles Schwab and Fidelity make for a very apples-to-apples comparison. …Charles Schwab and Morgan Stanley are leading firms in wealth management and investment. The chances are that in researching investing for the future, you’ve come across these two brokerages and are wondering which is best for managing your funds. Keep reading to learn more about Charles Schwab and Morgan Stanley and …Schwab leads its competitors in total client AUM. The company holds $7.38 trillion in assets compared to its competitors: Fidelity, which manages $10.3 trillion. Interactive Brokers, which has $11 ...Schwab will let you trade futures, which is nice potentially. Fidelity has a really nice cash back credit card, if that matters to you. Fidelity's solo 401k program is better than vanguard's, and Fidelity is who I currently favor. In an IRA or brokerage account, those differences drop to nearly nothing. Reply reply.Schwab vs fidelity. Debating between opening a Roth 401k between the two I’m 23 and opening for long term gain any recommendations will be a appreciated. Schwab is the industry leader in money received from payment for order flow. Fidelity does not receive payment for order flow. Fidelity is a much better choice for that reason alone. Schwab vs fidelity. Debating between opening a Roth 401k between the two I’m 23 and opening for long term gain any recommendations will be a appreciated. Schwab is the industry leader in money received from payment for order flow. Fidelity does not receive payment for order flow. Fidelity is a much better choice for that reason alone. For Private Client Group customers limits are higher: ATM $1,530.00. Teller advance $5,000.00. Cash transfers $2,500.00. BTM, 1% foreign transaction fee for Fidelity debit card is only for purchases, for ATM withdrawals it is 0%. 27 votes, 20 comments. true. See how working at Charles Schwab vs. Fidelity Investments compares on a variety of workplace factors. By comparing employers on employee ratings, salaries, reviews, pros/cons, job openings and more, you'll feel one step ahead of the rest. All salaries and reviews are posted by employees working at Charles Schwab vs. Fidelity Investments. PillarWM. Fidelity and Charles Schwab are two of the world’s biggest investment firms. By the end of 2019, Charles Schwab has 12.3 million active brokerage accounts and client assets worth $4.04 trillion. Fidelity is even bigger, with 30.8 million brokerage accounts and total customer assets worth $7.3 trillion (as of 31 st March 2020).10.1 Comparison of Key Factors. When comparing Charles Schwab and Victory Capital, it’s essential to consider specific key factors. Both companies offer a wide range of investment options, services, and account types. Charles Schwab has the advantage of its longer history and established reputation in the industry.Choosing Between Them: If you prioritize cost-effectiveness and a wide array of ETF options, Schwab Intelligent Portfolio might be your pick. However, be mindful of potential operating expenses tied to the ETFs used. On the other hand, if you’re drawn to Fidelity’s proprietary Flex Funds and seek a platform with no fees for smaller balances ...31 Jan 2024 ... Is Charles Schwab better than Merrill Edge? After testing 18 of the best online brokers, our analysis finds that Charles Schwab (96.6%) is ...Schwab vs fidelity. Debating between opening a Roth 401k between the two I’m 23 and opening for long term gain any recommendations will be a appreciated. Schwab is the industry leader in money received from payment for order flow. Fidelity does not receive payment for order flow. Fidelity is a much better choice for that reason alone.PillarWM. Fidelity and Charles Schwab are two of the world’s biggest investment firms. By the end of 2019, Charles Schwab has 12.3 million active brokerage accounts and client assets worth $4.04 trillion. Fidelity is even bigger, with 30.8 million brokerage accounts and total customer assets worth $7.3 trillion (as of 31 st March 2020).Feb 28, 2017 ... Not for long it didn't. Charles Schwab said hours later that it would also lower its trading commissions · “We never want commission costs to be .....Fidelity vs Merrill Edge 2024. Is Fidelity better than Merrill Edge? After testing 18 of the best online brokers, our analysis finds that Fidelity (98.7%) is better than Merrill Edge (94.0%). Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.27 Dec 2020 ... I used to have accounts at Vanguard and Fidelity from work. They are good, no complaint if you have passive accounts.Compare the costs, account minimums, tradable securities, account types and customer support of two popular online brokers. See how Schwab and Fidelity rank … See how working at Charles Schwab vs. Fidelity Investments compares on a variety of workplace factors. By comparing employers on employee ratings, salaries, reviews, pros/cons, job openings and more, you'll feel one step ahead of the rest. All salaries and reviews are posted by employees working at Charles Schwab vs. Fidelity Investments. 54. QuirkyNotWeird. • 2 yr. ago. Schwab doesn't have a money market sweep/core account. Fidelity doesn't make it easy to see ytd performance. ArsenalBOS. • 2 yr. ago. I use …19 Feb 2024 ... When it comes to the online broker comparison in terms of the platform layout, Charles Schwab is cleaner but not as intuitive as Fidelity. In ...Commonwealth was mentioned as a smaller, but good alternative choice. The only folks I heard talking about Schwab and Fidelity were those who had their own RIA...the real do-it-yourselfers. I'm ...I've worked for both, Schwab 5 years and Fidelity for 1 year and the benefits are better at Fidelity. You have to be there 5 years for the vest. 5% Schwab match and you keep immediately. I've heard of FR's moving up pretty quickly after getting licensed with 7/66 after year or so. Both are great companies to work for! Best of luck and congrats!January 31, 2024. Is Fidelity better than Interactive Brokers? After testing 18 of the best online brokers, our analysis finds that Fidelity (98.7%) is better than Interactive Brokers (93.5%). Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.For Private Client Group customers limits are higher: ATM $1,530.00. Teller advance $5,000.00. Cash transfers $2,500.00. BTM, 1% foreign transaction fee for Fidelity debit card is only for purchases, for ATM withdrawals it is 0%. 27 votes, 20 comments. true.Fidelity Vs Charles Schwab; Stock screeners allow investors to pick out securities based on over 100 different criteria using both technical and fundamental analysis. Stock quotes are displayed with customizable charts, company headlines and buy/sell ratings from Schwab and Morningstar. Fidelity’s research offerings include Fidelity ...While both accounts will reimburse you for ATM fees, Fidelity will do it within a couple of business days, while Schwab will reimburse at the ...0.35% per year $25,000+. 0.30%. Tax-loss harvesting. Tooltip Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their Schwab Intelligent Portfolios account. Clients must choose to activate this feature. Please be aware that the ability to realize significant tax benefits from tax-loss harvesting depends upon ...
Eric Reed. December 3, 2020 · 8 min read. Investor uses a mobile trading app. As investing platforms, Charles Schwab and Fidelity make for a very apples-to-apples comparison. …. Edmunds comparison
Charles Schwab Debit Card vs. Fidelity Debit Card. Advice. I was looking at this for a good debit card with no transaction fee. It looks Charles Schwab debit card has the best reviews. But I have been using Fidelity as my main brokerage account and I saw that Fidelity also offers a debit card with no transaction fee. So my questions are:Also, Fidelity isn’t a public company whereas Schwab is, meaning that Fidelity isn’t beholden to the mighty quarterly earnings calendar and public earnings calls. There’re both good brokers, but those aspects give Fidelity the edge in my book. Reply reply. ConsiderationRoyal87. Schwab vs fidelity. Debating between opening a Roth 401k between the two I’m 23 and opening for long term gain any recommendations will be a appreciated. Schwab is the industry leader in money received from payment for order flow. Fidelity does not receive payment for order flow. Fidelity is a much better choice for that reason alone. In addition, trading mutual funds at any of the companies is usually free. However, E-Trade charges $6.95 or $4.95 to trade OTC stocks depending on user activity, while Schwab and Fidelity charge ...The two brokerages offer broker-assisted trades for $25, and they have a long list of no-transaction-fee mutual funds. However, E*Trade offers 4,400 NTF mutual funds, while Charles Schwab only has 3,500 and charges more for non-NTF funds at $49.99. With E*Trade, you’ll pay $19.99 for all other mutual funds.While both accounts will reimburse you for ATM fees, Fidelity will do it within a couple of business days, while Schwab will reimburse at the ...Oct 18, 2023 · The Schwab debit card allows you to take out cash from any ATM anywhere in the world and refunds 100% of any withdrawal or ATM fees you pay. This is a foolproof way to avoid international ATM fees and get the best currency exchange rate possible. Schwab reimburses you monthly for ATM fees charged by all outside vendors. Fidelity. Fidelity has earned our newest first-place ranking among online stock trading platforms. From active traders and other self-directed investors to wealth management clients, there's something for everyone here. Fidelity keeps fees low without compromising on service or quality, which is why so many experts have ranked them as …Last Updated: March 10, 2023. WHAT WE HAVE ON THIS PAGE. Charles Schwab Vs Fidelity: Side by Side Comparison. Charles Schwab vs Fidelity: Ease of Use and … For option trades, E*Trade, Fidelity, and Charles Schwab charge an additional $0.65 per contract. Traders at Vanguard pay $1 per option contract. Firstrade is at $0. Executing a trade with a live broker at Charles Schwab, Vanguard, and E*Trade costs $25, Fidelity clients pay $29.95. None of the four brokers charge any maintenance or inactivity ... The most obvious is the need to be a qualifying Schwab customer to apply for the Amex Schwab Platinum card. Another key difference between the cards includes the ability to receive up to 1.1 cents in value for each Membership Reward point with the Amex Schwab Platinum card when redeeming for cash deposits into a Schwab investing …0.26% Account Minimum. $1,000. Open an Account. On equity commissions rates, Schwab and Fidelity cannot be separated. Both charge flat fees of $4.95. As you …Fidelity has everything Schwab does and more (fractional ETF shares, more functionality in mobile app). Schwab is better than Vanguard. Vanguard has tier 3 customer service. I can compare Vanguard and Fidelity as I have recent experience with each. Vanguard advantages are primarily Vanguard funds.E-Trade has a $500 minimum to open a robo-advisor Core Portfolio account that charges 0.3% of the assets managed. On the other hand, Schwab’s robo-advisor accounts have a $5,000 minimum with no fees. Investors with $25,000 will incur $300 by opening the account plus a $30 monthly advisory fee. Lastly, Fidelity’s robo-advisor ….