Charles Schwab Intelligent Portfolio vs Vanguard Personal Advisor
Charles Schwab Intelligent Portfolio | Vanguard Personal Advisor | |
|---|---|---|
Benefits and Features | ||
| Annual Fee | ||
| Minimum Deposit | ||
| Phone Support | ||
| Live Chat Support | ||
| Email Support | ||
| Human Advisors | ||
| Robo Advisor |  | |
| Assets Under Management | ||
| Minimum Investment | ||
| Tax Loss Harvesting | Available for accounts $50,000 and over | |
| Goal Tracker | ||
| Automatic Deposits | ||
| Online Platform | ||
| iPhone App | ||
| Android App | ||
| Mobile App | ||
| Investment Tracking | | |
| 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. 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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Vanguard Personal Advisor
Typically, robo-advisors mean strictly online portfolio management with no human interaction. Vanguard Personal Advisor Services set out to be the face of change by combining the two services. Is it all it's cracked up to be?
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