SoFi Wealth Management vs Vanguard Personal Advisor
SoFi Wealth Management | Vanguard Personal Advisor | |
---|---|---|
Benefits and Features | ||
Annual Fee | None for accounts under $10,000; 0.25% for accounts over $10,000 | |
Minimum Deposit | ||
Phone Support | ||
Live Chat Support | ||
Email Support | ||
Human Advisors | ||
Robo Advisor | ||
Assets Under Management | ||
Tax Loss Harvesting | ||
Goal Tracker | ||
Automatic Deposits | ||
Online Platform | ||
iPhone App | ||
Android App | ||
Single Stock Diversification | ||
Fractional Shares | ||
Taxable Accounts | ||
401k Plans | ||
IRA Accounts | ||
Roth IRA Accounts | ||
SEP IRA Accounts | ||
Trust Accounts | ||
529 Plans | ||
CreditDonkey® Reviews | ||
Annual Fee | ||
Minimum Deposit | ||
Human Advisors | ||
Customer Service | ||
Pros & Cons | Pros:
| |
Bottom Line | Hybrid robo and human advisor providing personalized advice for low fees, for investors with $50k to start... | |
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 |