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Rebalance IRA vs Vanguard Personal Advisor


 

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
 

CreditDonkey® Reviews

Annual FeeStarStarStarStarHalf Star
Minimum DepositStarEmpty StarEmpty StarEmpty StarEmpty Star
Human AdvisorsStarStarStarStarStar
Customer ServiceStarStarStarStarEmpty Star
Pros & ConsPros:
  • Professionally managed by human advisors
  • Low annual fee
  • Backed by prestigious brand
Cons:
  • High minimum investment
  • Extra transaction fees
  • No continuous tax loss harvesting
Bottom LineHybrid robo and human advisor providing personalized advice for low fees, for investors with $50k to start... Read full review

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


Articles on Vanguard Personal Advisor

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?

Which Do You Think is Best?





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