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SoFi Wealth Management vs Vanguard Personal Advisor

SoFi Wealth Management is a solid robo-advisor for young investors with low fees, personalized advice, and career guidance. How does it compare to Vanguard Personal Advisor? Read our comparison chart below.

SoFi Wealth Management blends robo-investing with human guidance. It charges no service fees for accounts under $10,000 (otherwise - 0.25%). Real human advisors are available to provide personalized advice. In addition, SoFi Wealth provides free career coaching and access to exclusive SoFi events. The minimum to open an account is $100.

While Vanguard Personal Advisor offers automatic investing with personalized service for a low fee of 0.30%. An advisor will build a portfolio for you based on your goals and financial situation. The advisor will also regularly rebalance your portfolio to keep it on track. The minimum to open an account is $50,000.

Compare SoFi Wealth Management with Vanguard Personal Advisor, side-by-side. Read on for an in-depth look, including ratings, reviews, pros and cons.

 

SoFi Wealth Management

Vanguard Personal Advisor

 

Benefits and Features

Annual FeeNone for accounts under $10,000; 0.25% for accounts over $10,000
0.3%
Minimum Deposit
$100
$50,000
Phone Support
Yes - normal business hours
Yes
Live Chat Support
No
No
Email Support
Yes
Yes
Human Advisors
Yes
Yes
Assets Under Management
$12 Million
$100+ Billion
Tax Loss Harvesting
Coming Soon
client-by-client basis
Goal Tracker
No
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
Yes
Android App
Yes
Yes
Single Stock Diversification 
No
Fractional Shares
Yes
No
Taxable Accounts
Yes
Yes
401k Plans
No
No
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
Yes
Yes
Trust Accounts
No
Yes
529 Plans
No
Yes
 

CreditDonkey® Reviews

Annual Fee
Minimum Deposit
Human Advisors
Customer Service
Pros & ConsPros:
  • Free personalized advice
  • Low minimum investment & fees
  • Access to SoFi events & career coaching
Cons:
  • Limited investment options
Pros:
  • Professionally managed by human advisors
  • Low annual fee
  • Backed by prestigious brand
Cons:
  • High minimum investment
  • Extra transaction fees
  • No continuous tax loss harvesting
Bottom LineSolid robo-advisor for young investors with low fees, personalized advice, and career guidance... Read full reviewHybrid robo and human advisor providing personalized advice for low fees, for investors with $50k to start... Read full review

Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details.

SoFi Wealth Management: Pricing information from published website as of 06/14/2018

Vanguard Personal Advisor: Pricing information from published website as of 04/04/2018

Which is Better: SoFi Wealth Management or Vanguard Personal Advisor?

In short: SoFi Wealth Management's minimum deposit is outstanding.


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