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Charles Schwab Intelligent Portfolio

Pricing information from published website as of 06/14/2018

 

Charles Schwab Intelligent Portfolio

Vanguard Personal Advisor

 

Benefits and Features

Annual Fee
None
0.3%
Minimum Deposit
$5,000
$50,000
Phone Support
24/7
Yes
Live Chat Support
24/7
No
Email Support
Yes
Yes
Human Advisors
No
Yes
Robo Advisor
Check
Check
Assets Under Management
$27 Billion
$100+ Billion
Tax Loss HarvestingAvailable for accounts $50,000 and over
client-by-client basis
Goal Tracker
Yes
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
Yes
Android App
Yes
Yes
Single Stock Diversification 
No
Fractional Shares
No
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
Yes
Yes
529 Plans
No
Yes

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

Charles Schwab Intelligent Portfolio: Pricing information from published website as of 06/14/2018

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


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