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E*TRADE Adaptive Portfolio vs Fidelity Go Review

Brandon Reinkensmeyer

Published by Brandon Reinkensmeyer


Monday, July 24th, 2017

Thanks to opening, funding, and spending over 100 hours testing accounts with eight different robo-advisors, we know our robos inside and out. For this review, we will compare E*TRADE Adaptive Portfolio vs Fidelity Go to see which robo-advisor is better.

When it comes to financial advice and selecting an automated advisor, the total annual cost charged is significant. Most sites just look at the annual account management charge assessed. For an accurate comparison, however, you also have to take into consideration the annual management fees (expense ratios) charged by the ETF holdings themselves. We included both. Fidelity Go is a better option with a 4.00 star rating over E*TRADE Adaptive Portfolio's 3.50 star rating.

Features are also important to compare when selecting a robo-advisor. Some robos do a much better job than others with technology. E*TRADE Adaptive Portfolio nor Fidelity Go offers tax-loss harvesting. To make sure you ready for retirement and will have enough money saved, running a calculator is required. Neither robo offers an advanced retirement calculator. Setting financial goals and tracking them is also a feature customers desire. Fidelity Go offers goal tracking while E*TRADE Adaptive Portfolio does not. Finally, syncing data from your other financial accounts (brokers, banks, etc) can open the door to deeper analysis of fees, holdings, and retirement planning. Fidelity Go offers external accounts analysis while E*TRADE Adaptive Portfolio does not.

Lastly, some customers want access to customer service via web friendly methods such as live chat as a compliment to the standard phone and email options. E*TRADE Adaptive Portfolio alongside Fidelity Go offer live chat support.

Overall, Fidelity Go comes out on top with 4.00 stars over E*TRADE Adaptive Portfolio's 3.00 stars. And, as far as individual category awards go, unfortunately, neither E*TRADE Adaptive Portfolio nor Fidelity Go received awards Best in Class - Cost, Best in Class - Investment Approach, Best in Class - Platforms & Tools and Best in Class - Customer Service.
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Overall Robo
Investment Approach
Cost
Tools
Customer Service
Minimum Deposit
Annual Fee - $5,000
Annual Fee - $25,000
Annual Fee - $50,000
Annual Fee - $100,000
Annual Fee - $1,000,000
Total AUM
Avg Funds Expense Ratio - Conservative
Avg Funds Expense Ratio - Moderate
Avg Funds Expense Ratio - Aggressive
Tax-Loss Harvesting
529 Plans
Phone Support
Email Support
Live Chat Support
Retirement Calculator - Basic
Retirement Calculator - Advanced
External Accounts Analysis
Market Research Reports
Goal Tracker
iPhone App
iPad App
Android App
Android Tablet App
E*TRADE Adaptive Portfolio
Special Offer No advisory fee for the first six months Learn More
E*TRADE Adaptive Portfolio Review
 
3
2.5
3.5
2
4
 
$5,000.00
0.30%
0.30%
0.30%
0.30%
0.30%
$180 million (Oct. '16
0.05%
0.20%
0.45%
 
No
No
Yes
Yes
Yes
 
Yes
No
No
No
No
 
Yes
Yes
Yes
Yes
Fidelity Go
Fidelity Go Review
 
4
4
4
4
4
 
$5,000.00
0.35%
0.35%
0.35%
0.35%
0.35%
NA
N/A
N/A
N/A
 
No
No
Yes
Yes
Yes
 
Yes
No
Yes
No
Yes
 
Yes
Yes
Yes
Yes

All pricing data was obtained from a published web site as of 2/20/2017 and is believed to be accurate, but is not guaranteed. The StockBrokers.com staff is constantly working with its online broker representatives to obtain the latest pricing data. If you believe any data listed above is inaccurate, please contact us using the link at the bottom of this page.

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