Blooom

Blooom Promotions

    Highlights

    Annual Fee
    • Analysis is free
    • $45/year for Essentials Plan
    • $120/year for Standard Plan
    • $250/year for Unlimited Plan
    Minimum Deposit
    $0
    Phone Support
    No
    Live Chat Support
    Yes
    Email Support
    Yes
    Human Advisors
    Yes
    Assets Under Management
    $4 Billion
    Tax Loss Harvesting
    No
    Goal Tracker
    Yes
    Automatic Deposits
    No
    Online Platform
    Yes
    iPhone App
    No
    Android App
    No
    Single Stock Diversification
    No
    Fractional Shares
    No
    Taxable Accounts
    No
    401k Plans
    Yes
    IRA Accounts
    Yes - from Fidelity and Vanguard
    Roth IRA Accounts
    Yes - from Fidelity and Vanguard
    SEP IRA Accounts
    Yes - from Fidelity and Vanguard
    Trust Accounts
    No
    529 Plans
    No

Pricing information from published website as of 10/28/2020


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