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Charles Schwab Intelligent Portfolio vs Wealthfront


 

Charles Schwab Intelligent Portfolio

Wealthfront

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Wealthfront Cash Account - Learn More

Read Wealthfront Review

 

Benefits and Features

Savings 
5% APY Cash Management Account
Annual Fee
None
0.25%
Minimum Deposit
$5,000
$500
Phone Support
24/7
Yes
Live Chat Support
24/7
No
Email Support
Yes
Yes
Human Advisors
No
No
Robo Advisor
Check
Check
Assets Under Management
$27 Billion
$10+ Billion
Tax Loss HarvestingAvailable for accounts $50,000 and over
Yes
Goal Tracker
Yes
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
Yes
Android App
Yes
Yes
Mobile App 
Yes
Single Stock Diversification 
Yes
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
 

CreditDonkey® Reviews

Annual FeeStarStarStarStarHalf Star
Minimum DepositStarStarStarStarHalf Star
Investment TypesStarStarStarStarEmpty Star
Customer ServiceStarStarStarEmpty StarEmpty Star
Pros & ConsPros:
  • Minimal opening deposit & fees
  • Advanced goal tracker
  • Tax loss harvesting
Cons:
  • No human advisors
  • No fractional shares
Bottom LineGood robo-advisor for hands-off investor. Fees are low, but lack human advisors... Read full review

Wealthfront Cash Account

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

Wealthfront: Pricing information from published website as of 04/20/2024.


Articles on Wealthfront

Wealthfront

Wealthfront simplifies long-term, low-cost investing with a diversified portfolio. But is it safe? Read on to learn if Wealthfront is worth it.

Which Do You Think is Best?





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