Robo Advisors
Betterment
Fees & Commissions: 0.25% management fee
Account Minimum: $0
Promotion: Up to 1 year of free management
Tax Strategy
Tax harvesting
Rebalancing
Available
Human Advisor
Available
Financial Planning
Available
Why we like it
- No minimum account balance.
- Fractional share investing.
- Tax-loss harvesting and tax-coordinated investing.
- Access to human advisors.
- Competitive annual management fee.
Wealthfront
Fees & Commissions: 0.25% management fee
Account Minimum: $500
Promotion: First $5,000 managed for free
Tax Strategy
Tax harvesting
Rebalancing
Available
Human Advisor
Not available
Financial Planning
Available
Why we like it
- Low annual advisory fee of 0.25% for all investment accounts
- Tax-loss harvesting and automatic portfolio rebalancing
- High-yield, FDIC-insured cash savings account
- Individual and joint taxable accounts, IRAs, Trusts, and 529 college savings plans are available
- See more details and reviews about Wealthfront
SoFi Automated Investing
Fees & Commissions: 0% management fee
Account Minimum: $0
Promotion: Free career counseling and loan discounts
Tax Strategy
None
Rebalancing
Available
Human Advisor
Available
Financial Planning
Available
Why we like it
- Zero annual account management fees
- Start investing with as little as $1
- Automatic rebalancing
- Free access to financial advisors
Ellevest
Fees & Commissions: Starting at $1 a month
Account Minimum: $0
Promotion: No promotion available
Tax Strategy
None
Rebalancing
Available
Human Advisor
Available
Financial Planning
Available
Why we like it
- Designed expressly for women’s career paths and lifespans
- Goals-based investment portfolios
- Transparent pricing structure
- One-on-one advice and guidance
Blooom
Fees & Commissions: $45 - $250 per year
Account Minimum: $0
Promotion: No promotion available
Tax Strategy
None
Rebalancing
Available
Human Advisor
Available
Financial Planning
Available
Why we like it
- Expert knowledge about retirement funds
- Easy access to financial advisors
- Free analysis and asset allocation and risk management recommendations
- No minimum account balance
M1 Finance
Fees & Commissions: 0% management fee
Account Minimum: Starting at $100
Promotion: Up to $2,500 bonus for account transfers
Tax Strategy
None
Rebalancing
Available
Human Advisor
Not available
Financial Planning
Not availanle
Why we like it
- No account fees or trade commissions
- Low $100 minimum initial investment
- Fractional share investing
- Customizable portfolios
Schwab Intelligent Portfolios
Fees & Commissions: 0% management fee
Account Minimum: $5,000
Promotion: No promotion available
Tax Strategy
Tax harvesting
Rebalancing
Available
Human Advisor
Available
Financial Planning
Available
Why we like it
- No advisory fee or trade commissions
- Access to over 53 ETFs from 20 asset classes
- Customizable investment strategy
- Unlimited CFP access is available
Personal Capital
Fees & Commissions: Starting at 0.89%
Account Minimum: $100,000
Promotion: No promotion available
Tax Strategy
Tax optimization
Rebalancing
Available
Human Advisor
Available
Financial Planning
Available
Why we like it
- Free financial planning tools
- Financial advisor access
- Socially responsible investment option
- All portfolios have a tax-optimized investment strategy
J.P. Morgan Automated Investing
Fees & Commissions: 0.35% management fee
Account Minimum: $500
Promotion: No promotion available
Tax Strategy
None
Rebalancing
Available
Human Advisor
Not available
Financial Planning
Not available
Why we like it
- Automatic rebalancing
- Invest in stock and bond ETFs
- Retirement accounts
- Fractional investing
E*TRADE Core Portfolios
Fees & Commissions: 0.30% management fee
Account Minimum: $500
Promotion: No promotion available
Tax Strategy
None
Rebalancing
Available
Human Advisor
Available
Financial Planning
Not available
Why we like it
- Tax-sensitive ETFs for taxable accounts
- Socially responsible and smart beta portfolios
- Competitive 0.30% annual advisory fee
- Automatic portfolio rebalancing
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