Fidelity Investments vs Wealthfront

Struggling to choose between Fidelity Investments and Wealthfront? Both products offer unique advantages, making it a tough decision.

Fidelity Investments is a Business & Commerce solution with tags like investing, trading, stocks, mutual-funds, retirement.

It boasts features such as Brokerage services, Retirement planning tools, Wealth management services, Mutual fund trading, Mobile app for account management, Research and analysis tools, Educational resources and pros including Wide range of financial services, Extensive research and analysis tools, Reliable and reputable brand, User-friendly mobile app, Retirement planning resources.

On the other hand, Wealthfront is a Finance product tagged with roboadvisor, portfolio-management, tax-optimization.

Its standout features include Automated investment management, Tax-loss harvesting, Portfolio rebalancing, Retirement planning tools, Financial planning services, FDIC-insured cash account, and it shines with pros like Low fees, Tax-efficient, Automated, Simple, Good for beginner investors.

To help you make an informed decision, we've compiled a comprehensive comparison of these two products, delving into their features, pros, cons, pricing, and more. Get ready to explore the nuances that set them apart and determine which one is the perfect fit for your requirements.

Fidelity Investments

Fidelity Investments

Fidelity Investments is a financial services company offering retail brokerage services, retirement products, wealth management services, and more. Founded in 1946, Fidelity is one of the largest mutual fund and financial services groups in the world.

Categories:
investing trading stocks mutual-funds retirement

Fidelity Investments Features

  1. Brokerage services
  2. Retirement planning tools
  3. Wealth management services
  4. Mutual fund trading
  5. Mobile app for account management
  6. Research and analysis tools
  7. Educational resources

Pricing

  • Subscription-Based

Pros

Wide range of financial services

Extensive research and analysis tools

Reliable and reputable brand

User-friendly mobile app

Retirement planning resources

Cons

Fees can be higher than some competitors

Limited customization options

Complex website navigation for some users


Wealthfront

Wealthfront

Wealthfront is an automated investment service and robo-advisor that uses algorithms and software to build and manage customized investment portfolios based on a client's financial situation and goals. It aims to provide long-term, tax-efficient investing at low fees.

Categories:
roboadvisor portfolio-management tax-optimization

Wealthfront Features

  1. Automated investment management
  2. Tax-loss harvesting
  3. Portfolio rebalancing
  4. Retirement planning tools
  5. Financial planning services
  6. FDIC-insured cash account

Pricing

  • Free
  • Subscription-Based

Pros

Low fees

Tax-efficient

Automated

Simple

Good for beginner investors

Cons

Limited investment options

No human advisor

Higher minimum balance than some competitors