Rebalance IRA
Highlights
Annual Fee
0.5%; $250 one-time set up charge
0.5%; $250 one-time set up charge
Compare: Rebalance IRA vs Robinhood
Minimum Deposit
$100,000
$100,000
Phone Support
M-F 8:30a-8:30p ET
M-F 8:30a-8:30p ET
Compare: Rebalance IRA vs Webull
Live Chat Support
No
No
Compare: Rebalance IRA vs GROUNDFLOOR
Email Support
Yes
Yes
Human Advisors
Yes
Yes
Assets Under Management
$500 Million
$500 Million
Tax Loss Harvesting
No
No
Goal Tracker
No
No
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
No
No
Android App
No
No
Fractional Shares
No
No
Taxable Accounts
Yes
Yes
401k Plans
Yes
Yes
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
Yes
Yes
Trust Accounts
Yes
Yes
529 Plans
No
No
Pricing information from published website as of 06/14/2018
Rebalance IRA | Vanguard Personal Advisor | |
|---|---|---|
Benefits and Features | ||
| Annual Fee | 0.5%; $250 one-time set up charge | |
| Minimum Deposit | ||
| Phone Support | ||
| Live Chat Support | ||
| Email Support | ||
| Human Advisors | ||
| Robo Advisor |  | |
| Assets Under Management | ||
| Minimum Investment | ||
| Tax Loss Harvesting | ||
| 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 | ||
Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details. Rebalance IRA: Pricing information from published website as of 06/14/2018 Vanguard Personal Advisor: Pricing information from published website as of 04/04/2018 | ||
