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Robo Advisor


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    Betterment
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    Betterment

    Pros:
    • No minimum investment
    • Many customized portfolios
    • Automatically invest extra funds
    Cons:
    • Limited investment options
    • High fees for large investors

    Our Review: (4.1) Betterment offers low fees and good returns. But there are risks you should NOT ignore. Read this review to see if Betterment is better?... Read full review

    Get up to 1 Year Managed Free

    Investing
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    Charles Schwab Intelligent Portfolio

    Pros:
    • No account fees
    • More diversified asset allocation
    • Cannot adjust assigned portfolio
    Cons:
    • Higher minimum deposit
    • Large cash allocation
    • Tax loss harvesting only to high balance accounts

    Our Review: (4.3) Charles Schwab Intelligent Portfolios offers similar robo-advisor services to its competitors but without the annual fee. How is this possible? Read this review to see if it's too good to be true... Read full review

    Investing
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    Ellevest

    Pros:
    • Focused on women's financial goals
    • No minimum investment
    • Ability to change investment plans
    Cons:
    • Limited account options
    • No tax loss harvesting
    • Newcomer, stability TBD

    Our Review: (4.1) Investment strategies are for men, or at least that's what the founders of Ellevest believe. This female-focused company has set out to make a difference in the life of women. Their strategy is to focus on the average income and life cycle of women - something no other company has yet to tackle... Read full review

    M1 Finance
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    M1 Finance

    Pros:
    • Choose your own investments
    • Can invest in individual stocks
    • No account fees
    Cons:
    • Not beginner friendly
    • No human advisors
    • Can only trade once a day

    Our Review: (4.5) M1 Finance provides a hybrid robo investing service with the ability to choose your own investments. Is it right for you? Read on for the pros and cons... Read full review

    $100 Bonus If You Transfer a Brokerage Account of $20,000+ to M1

    Personal Capital
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    Personal Capital

    Personal Capital offers free advanced financial tools and paid wealth management services. But is it right for you? Read on for the pros and cons... Read full review

    Get Started with Personal Capital

    Investing
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    Rebalance IRA

    Pros:
    • Professionally managed by human advisors
    • Annual live meeting with an advisor
    • Highly diversified asset allocation
    Cons:
    • Huge minimum investment
    • Fees to rebalance account
    • No tax loss harvesting

    Our Review: (3.5) If the thought of a computer running your retirement investments without any human interaction scares you, Rebalance IRA might be your answer. Known as a hybrid robo-advisor, they offer automated investing combined with live support, giving you the best of both worlds... Read full review

    Investing
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    Vanguard Personal Advisor

    Pros:
    • Professionally managed by human advisors
    • Low annual fee
    • Backed by prestigious brand
    Cons:
    • High minimum investment
    • Extra transaction fees
    • No continuous tax loss harvesting

    Our Review: (3.6) 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?... Read full review

    Wealthfront
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    Wealthfront

    Pros:
    • Minimal opening deposit & fees
    • Advanced goal tracker
    • Tax loss harvesting
    Cons:
    • No human advisors
    • No fractional shares

    Our Review: (4.3) Wealthfront simplifies long-term, low-cost investing with a diversified portfolio. But is it safe? Read on to learn if Wealthfront is worth it... Read full review

    First $5,000 Managed Free

    WealthSimple
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    WealthSimple

    Pros:
    • Human advisors
    • No minimum investment
    • Socially responsible and Halal investment options
    Cons:
    • Higher fees than competitors
    • No personal finance tools
    • Tax loss harvesting only to high balance accounts

    Our Review: (4.2) Wealthsimple is a robo advisor with features you should not ignore. But are the higher fees worth it? Read this review to find out what this automatic investing service can do and the pros and cons... Read full review

    Get $10,000 Managed for Free for Your First Year


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About CreditDonkey®
CreditDonkey is a credit card comparison website. We publish data-driven analysis to help you save money & make savvy decisions.

Editorial Note: Any opinions, analyses, reviews or recommendations expressed on this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

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