Fidelity Go

Anyone have strong feelings one way or another about managed accounts like this? I’ve had one for a while and had forgotten the details. Logged into with the idea of closing and moving back to my Roth so I could just throw it all in an index (only $12k so nothing crazy) and realized since 2022 it’s at 29% return which felt absurdly good. Spoke to a rep who said there aren’t even fees until the $25k mark so I decided to leave the funds there for now. Feels like I’d be more reluctant to keep if there were fees, but I don’t see a downside to an account like this at this point? (New to caring about FIRE and investing on this level)

Posted May 2, 2025, 10:56 PM UTC

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