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Rebalance IRA

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

 

Rebalance IRA

Vanguard Personal Advisor

 

Benefits and Features

Annual Fee0.5%; $250 one-time set up charge
0.3%
Minimum Deposit
$100,000
$50,000
Phone Support
M-F 8:30a-8:30p ET
Yes
Live Chat Support
No
No
Email Support
Yes
Yes
Human Advisors
Yes
Yes
Robo Advisor
Check
Check
Assets Under Management
$500 Million
$100+ Billion
Tax Loss Harvesting
No
client-by-client basis
Goal Tracker
No
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
No
Yes
Android App
No
Yes
Single Stock Diversification 
No
Fractional Shares
No
No
Taxable Accounts
Yes
Yes
401k Plans
Yes
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.

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

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